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
151
$5.21M 0.08%
80,892
+5,474
152
$5.19M 0.08%
142,065
-8,463
153
$5.18M 0.08%
10,814
-253
154
$5.12M 0.08%
92,619
+60,501
155
$5.09M 0.08%
166,600
+1,195
156
$5.04M 0.08%
132,795
-2,853
157
$5.04M 0.08%
12,479
+270
158
$5.01M 0.08%
104,367
-1,519
159
$5.01M 0.08%
179,092
+37,729
160
$4.95M 0.08%
52,655
-1,975
161
$4.95M 0.08%
184,898
+19,607
162
$4.89M 0.08%
23,775
-22,436
163
$4.83M 0.08%
44,506
-708
164
$4.83M 0.08%
26,743
+6,226
165
$4.8M 0.08%
24,627
+8,470
166
$4.73M 0.07%
132,971
-6,779
167
$4.69M 0.07%
98,482
+10,824
168
$4.59M 0.07%
108,856
-6,287
169
$4.58M 0.07%
234,768
+8,506
170
$4.54M 0.07%
7,810
+496
171
$4.49M 0.07%
180,578
+36,150
172
$4.46M 0.07%
72,905
+4,345
173
$4.46M 0.07%
45,712
+3,634
174
$4.46M 0.07%
23,852
+11,263
175
$4.36M 0.07%
51,637
+24,972
5 6
7
8 9