LNC

Lincoln National Corp Portfolio holdings

AUM $3.51B
1-Year Est. Return 9.46%
This Quarter Est. Return
1 Year Est. Return
+9.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.13B
AUM Growth
+$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$8.84M
3
+$8.29M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.94M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.92M

Top Sells

1
+$8.29M
2
+$7.51M
3
+$7.32M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$6.37M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.67M

Sector Composition

1 Technology 3.97%
2 Consumer Discretionary 1.87%
3 Consumer Staples 1.72%
4 Healthcare 1.61%
5 Financials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.62M 0.05%
12,412
+523
177
$1.61M 0.05%
17,813
+2,343
178
$1.6M 0.05%
32,299
+4,318
179
$1.6M 0.05%
6
-1
180
$1.59M 0.05%
23,050
+445
181
$1.59M 0.05%
28,771
+465
182
$1.58M 0.05%
13,155
+1,360
183
$1.57M 0.05%
23,344
-1,236
184
$1.54M 0.05%
90,543
+53,008
185
$1.54M 0.05%
10,633
+682
186
$1.54M 0.05%
19,229
+960
187
$1.49M 0.05%
24,776
+2,836
188
$1.49M 0.05%
5,037
+609
189
$1.48M 0.05%
122,157
+24,049
190
$1.47M 0.05%
12,646
-210
191
$1.47M 0.05%
19,684
+1,506
192
$1.46M 0.05%
51,784
+1,220
193
$1.41M 0.05%
13,472
+31
194
$1.4M 0.04%
13,093
+9,905
195
$1.4M 0.04%
6,743
-145
196
$1.39M 0.04%
19,365
-8,235
197
$1.35M 0.04%
20,083
-1,102
198
$1.34M 0.04%
13,379
+2,440
199
$1.34M 0.04%
+47,644
200
$1.32M 0.04%
26,941
+7,743
6 7
8
9 10