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
126
$6.11M 0.1%
72,691
+2,560
127
$6.08M 0.09%
51,842
+22,577
128
$6.02M 0.09%
120,526
+11,924
129
$6.01M 0.09%
158,440
+6,663
130
$5.89M 0.09%
216,942
+42,036
131
$5.88M 0.09%
133,042
+10,428
132
$5.87M 0.09%
63,471
+26,473
133
$5.85M 0.09%
15,968
+598
134
$5.81M 0.09%
61,352
+10,092
135
$5.79M 0.09%
20,488
+1,045
136
$5.78M 0.09%
178,104
-6,853
137
$5.76M 0.09%
16,582
-98
138
$5.64M 0.09%
150,205
-3
139
$5.62M 0.09%
59,490
-3,817
140
$5.52M 0.09%
130,608
-5,976
141
$5.43M 0.08%
43,259
-652
142
$5.42M 0.08%
89,682
+1,425
143
$5.37M 0.08%
89,172
+7,572
144
$5.33M 0.08%
8,781
+666
145
$5.25M 0.08%
15,743
-246
146
$5.25M 0.08%
72,372
+4,872
147
$5.24M 0.08%
148,211
-26,638
148
$5.24M 0.08%
162,639
+6,631
149
$5.24M 0.08%
50,466
+11,830
150
$5.23M 0.08%
115,374
+19,242
4 5
6
7 8