Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $42.2B
1-Year Est. Return 18.09%
This Quarter Est. Return
1 Year Est. Return
+18.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$35.8B
AUM Growth
+$3.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,878
New
Increased
Reduced
Closed

Top Buys

1
+$489M
2
+$227M
3
+$152M
4
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$106M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$106M

Top Sells

1
+$181M
2
+$125M
3
+$107M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$84.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$61.7M

Sector Composition

1 Technology 13.49%
2 Financials 7.6%
3 Healthcare 6.42%
4 Industrials 6.21%
5 Consumer Discretionary 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$32.2M 0.09%
168,030
+9,621
227
$32.1M 0.09%
427,224
+7,513
228
$31.9M 0.09%
674,826
+104,104
229
$31.7M 0.09%
283,691
-9,174
230
$31.5M 0.09%
586,741
+152,711
231
$31.5M 0.09%
264,567
-4,017
232
$31.4M 0.09%
265,034
+12,948
233
$31.4M 0.09%
156,264
+123,023
234
$31.4M 0.09%
297,777
+5,783
235
$31.3M 0.09%
755,168
+8,030
236
$31.1M 0.09%
496,471
+16,992
237
$30.6M 0.09%
676,857
-24,840
238
$30.2M 0.08%
257,017
-12,497
239
$30.2M 0.08%
401,665
+15,922
240
$30.1M 0.08%
866,478
+237,921
241
$30M 0.08%
658,425
+12,135
242
$29.8M 0.08%
123,614
+472
243
$29.8M 0.08%
628,982
+69,715
244
$29.8M 0.08%
219,765
+33,199
245
$29.7M 0.08%
639,972
+27,579
246
$29.7M 0.08%
754,266
+20,389
247
$29.6M 0.08%
65,876
-2,687
248
$29.6M 0.08%
223,510
-9,465
249
$29.5M 0.08%
1,631,819
-38,200
250
$29.5M 0.08%
505,869
-2,854
8 9
10
11 12