LNC

Lincoln National Corp Portfolio holdings

AUM $3.3B
1-Year Est. Return 10.22%
This Quarter Est. Return
1 Year Est. Return
+10.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.41B
AUM Growth
+$718M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$24.3M
3
+$14.2M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$14.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.1M

Top Sells

1
+$5.32M
2
+$4.85M
3
+$4.62M
4
IJUL icon
Innovator International Developed Power Buffer ETF July
IJUL
+$4.49M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.77M

Sector Composition

1 Technology 6.16%
2 Financials 2.75%
3 Healthcare 2.32%
4 Consumer Discretionary 1.98%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$224K ﹤0.01%
5,007
-238
1102
$223K ﹤0.01%
3,672
-373
1103
$223K ﹤0.01%
+8,903
1104
$223K ﹤0.01%
24,411
1105
$222K ﹤0.01%
+7,728
1106
$221K ﹤0.01%
5,208
-600
1107
$221K ﹤0.01%
3,704
-335
1108
$220K ﹤0.01%
3,842
+940
1109
$220K ﹤0.01%
+8,091
1110
$219K ﹤0.01%
+3,174
1111
$219K ﹤0.01%
+1,152
1112
$219K ﹤0.01%
1,421
+73
1113
$218K ﹤0.01%
5,106
-351
1114
$218K ﹤0.01%
+12,288
1115
$217K ﹤0.01%
13,719
+3,396
1116
$217K ﹤0.01%
11,442
-16,178
1117
$216K ﹤0.01%
6,230
-1,026
1118
$215K ﹤0.01%
1,399
-1,305
1119
$215K ﹤0.01%
+1,781
1120
$214K ﹤0.01%
+1,003
1121
$214K ﹤0.01%
+796
1122
$214K ﹤0.01%
+2,386
1123
$213K ﹤0.01%
+2,856
1124
$213K ﹤0.01%
+2,254
1125
$212K ﹤0.01%
86,652
-9,340
43 44
45
46 47