Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $38.3B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.5B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,174
New
Increased
Reduced
Closed

Top Buys

1
+$73.1M
2
+$61.9M
3
+$25.3M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$23M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$22.8M

Top Sells

1
+$57.1M
2
+$25.6M
3
+$21.8M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$19.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.7M

Sector Composition

1 Technology 10.92%
2 Healthcare 7.91%
3 Financials 6.63%
4 Industrials 5.48%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14.8M 0.08%
63,193
+9,515
227
$14.8M 0.08%
562,335
+172,325
228
$14.6M 0.08%
64,801
+5,627
229
$14.5M 0.08%
131,642
-5,044
230
$14.5M 0.08%
240,048
+3,382
231
$14.5M 0.08%
72,194
+23,392
232
$14.4M 0.08%
44,096
+3,259
233
$14.4M 0.08%
51,844
+20,046
234
$14.4M 0.08%
233,123
-53,192
235
$14.3M 0.08%
68,276
+7,073
236
$14.2M 0.08%
135,207
+7,278
237
$14.2M 0.08%
322,257
+96,386
238
$14.2M 0.08%
224,625
-15,639
239
$14M 0.08%
774,032
-12,695
240
$13.8M 0.08%
118,090
+6,596
241
$13.5M 0.08%
396,240
-3,002
242
$13.4M 0.08%
27,635
+1,914
243
$13.3M 0.08%
223,760
-37,979
244
$13.3M 0.08%
66,447
+5,941
245
$13.1M 0.07%
447,696
+7,318
246
$13.1M 0.07%
225,935
+41,189
247
$13M 0.07%
522,917
-127,525
248
$13M 0.07%
1,056,459
-3,831
249
$13M 0.07%
116,321
-17,376
250
$12.9M 0.07%
137,326
+9,712
8 9
10
11 12