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
101
$7.8M 0.12%
68,594
+3,748
102
$7.49M 0.12%
26,568
+2,076
103
$7.36M 0.11%
127,926
+31,342
104
$7.32M 0.11%
16,102
+413
105
$7.29M 0.11%
63,424
-6,841
106
$7.25M 0.11%
59,214
+1,099
107
$7.2M 0.11%
336,207
+304,565
108
$7.19M 0.11%
34,529
-3,944
109
$7.12M 0.11%
37,274
+2,443
110
$7.09M 0.11%
38,832
+474
111
$7.03M 0.11%
29,340
-547
112
$6.97M 0.11%
63,992
+21,914
113
$6.96M 0.11%
53,053
-1,302
114
$6.9M 0.11%
12,403
+1,032
115
$6.85M 0.11%
67,939
+2,012
116
$6.65M 0.1%
77,622
+2,802
117
$6.56M 0.1%
156,229
+11,394
118
$6.48M 0.1%
13,457
+816
119
$6.48M 0.1%
49,729
+2,613
120
$6.46M 0.1%
312,252
+46,125
121
$6.38M 0.1%
236,252
+77,186
122
$6.36M 0.1%
219,868
-76,549
123
$6.21M 0.1%
168,630
+47,777
124
$6.2M 0.1%
97,918
+6,097
125
$6.14M 0.1%
142,902
+3,258
3 4
5
6 7