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
1126
$212K ﹤0.01%
+9,065
1127
$210K ﹤0.01%
+1,591
1128
$209K ﹤0.01%
+5,860
1129
$209K ﹤0.01%
5,193
-94
1130
$209K ﹤0.01%
+1,197
1131
$209K ﹤0.01%
1,420
-40
1132
$208K ﹤0.01%
11,585
1133
$207K ﹤0.01%
6,177
+19
1134
$207K ﹤0.01%
+1,956
1135
$207K ﹤0.01%
+7,689
1136
$206K ﹤0.01%
+115
1137
$206K ﹤0.01%
+8,310
1138
$206K ﹤0.01%
+5,480
1139
$206K ﹤0.01%
3,772
-2,053
1140
$206K ﹤0.01%
5,346
-1,236
1141
$205K ﹤0.01%
+5,690
1142
$204K ﹤0.01%
+1,764
1143
$204K ﹤0.01%
11,798
+74
1144
$204K ﹤0.01%
+4,115
1145
$204K ﹤0.01%
+3,534
1146
$204K ﹤0.01%
+4,096
1147
$204K ﹤0.01%
+5,990
1148
$203K ﹤0.01%
+910
1149
$203K ﹤0.01%
3,521
-1,274
1150
$203K ﹤0.01%
+2,099
44 45
46
47 48