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
176
$4.32M 0.07%
85,426
+14,147
177
$4.3M 0.07%
171,518
+11,026
178
$4.29M 0.07%
78,942
+5,714
179
$4.21M 0.07%
49,535
+8,066
180
$4.21M 0.07%
14,533
+992
181
$4.18M 0.07%
46,503
+10,947
182
$4.16M 0.07%
240,622
-18,329
183
$4.12M 0.06%
119,354
-3,447
184
$4.11M 0.06%
111,057
-500
185
$4.11M 0.06%
24,303
+2,666
186
$4.1M 0.06%
14,434
+918
187
$4.08M 0.06%
+111,490
188
$4.03M 0.06%
69,775
+1,115
189
$3.99M 0.06%
7,915
+96
190
$3.97M 0.06%
42,628
-8,178
191
$3.96M 0.06%
142,753
+7,782
192
$3.95M 0.06%
28,302
-1,938
193
$3.91M 0.06%
93,228
+3,000
194
$3.91M 0.06%
23,922
+2,511
195
$3.87M 0.06%
53,900
+2,767
196
$3.85M 0.06%
36,128
+23,149
197
$3.85M 0.06%
54,777
+9,830
198
$3.83M 0.06%
212,519
+12,289
199
$3.81M 0.06%
6
200
$3.81M 0.06%
9,536
+473
6 7
8
9 10