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
1151
$202K ﹤0.01%
2,867
-209
1152
$201K ﹤0.01%
22,071
1153
$201K ﹤0.01%
+8,056
1154
$201K ﹤0.01%
17,546
-98
1155
$201K ﹤0.01%
+1,606
1156
$200K ﹤0.01%
+2,187
1157
$194K ﹤0.01%
13,074
+282
1158
$191K ﹤0.01%
+10,172
1159
$180K ﹤0.01%
+10,353
1160
$173K ﹤0.01%
11,361
+21
1161
$170K ﹤0.01%
12,279
-400
1162
$169K ﹤0.01%
+10,199
1163
$169K ﹤0.01%
17,763
+6,388
1164
$163K ﹤0.01%
11,770
+29
1165
$160K ﹤0.01%
10,374
+287
1166
$153K ﹤0.01%
13,704
+315
1167
$146K ﹤0.01%
15,422
+635
1168
$145K ﹤0.01%
15,353
+1,488
1169
$142K ﹤0.01%
10,613
+118
1170
$133K ﹤0.01%
+10,837
1171
$130K ﹤0.01%
17,422
+221
1172
$125K ﹤0.01%
11,145
+1,100
1173
$124K ﹤0.01%
+11,314
1174
$124K ﹤0.01%
25,580
+752
1175
$122K ﹤0.01%
18,657
+245
45 46
47
48 49