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
$33.6B
AUM Growth
+$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,861
New
Increased
Reduced
Closed

Top Buys

1
+$155M
2
+$152M
3
+$98.5M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$88.9M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$85.3M

Top Sells

1
+$230M
2
+$156M
3
+$133M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$57.1M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$56.5M

Sector Composition

1 Technology 12.63%
2 Financials 7.63%
3 Healthcare 6.74%
4 Industrials 6.37%
5 Consumer Discretionary 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$228K ﹤0.01%
1,675
-475
2502
$227K ﹤0.01%
8,151
-6,077
2503
$226K ﹤0.01%
4,338
-76
2504
$226K ﹤0.01%
1,193
-991
2505
$225K ﹤0.01%
+5,689
2506
$225K ﹤0.01%
27,489
-500
2507
$225K ﹤0.01%
4,009
+1
2508
$225K ﹤0.01%
1,652
-2,803
2509
$225K ﹤0.01%
11,250
-3,238
2510
$225K ﹤0.01%
16,001
-6,937
2511
$225K ﹤0.01%
3,514
-1,190
2512
$225K ﹤0.01%
1,651
-370
2513
$222K ﹤0.01%
+5,105
2514
$222K ﹤0.01%
+4,065
2515
$221K ﹤0.01%
+8,448
2516
$221K ﹤0.01%
+8,650
2517
$220K ﹤0.01%
45,737
-1,724
2518
$219K ﹤0.01%
21,366
-7,200
2519
$218K ﹤0.01%
22,763
+103
2520
$218K ﹤0.01%
2,900
-900
2521
$218K ﹤0.01%
1,400
2522
$218K ﹤0.01%
+2,061
2523
$218K ﹤0.01%
+3,160
2524
$217K ﹤0.01%
+18,594
2525
$216K ﹤0.01%
8,938
+129
99 100
101
102 103