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
201
$3.79M 0.06%
82,490
+1,015
202
$3.76M 0.06%
96,666
+5,210
203
$3.76M 0.06%
48,812
+12,608
204
$3.72M 0.06%
61,668
+19,019
205
$3.67M 0.06%
109,113
-15,009
206
$3.66M 0.06%
57,318
+4,142
207
$3.64M 0.06%
+45,344
208
$3.62M 0.06%
73,601
+48,943
209
$3.61M 0.06%
14,678
+908
210
$3.6M 0.06%
8,618
+826
211
$3.59M 0.06%
228,021
+19,774
212
$3.53M 0.06%
75,373
+3,707
213
$3.53M 0.06%
113,062
+716
214
$3.51M 0.05%
80,365
-2,759
215
$3.49M 0.05%
42,348
+4,872
216
$3.47M 0.05%
33,174
-1,750
217
$3.47M 0.05%
77,667
+8,021
218
$3.43M 0.05%
37,411
+4,201
219
$3.41M 0.05%
26,841
-963
220
$3.38M 0.05%
22,906
+2,670
221
$3.37M 0.05%
106,661
+4,933
222
$3.37M 0.05%
29,497
+7,896
223
$3.35M 0.05%
26,128
+2,394
224
$3.35M 0.05%
55,000
225
$3.33M 0.05%
59,328
+2,358
7 8
9
10 11