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
2551
$147K ﹤0.01%
+22,146
2552
$145K ﹤0.01%
11,720
+1,400
2553
$143K ﹤0.01%
11,450
-19,600
2554
$143K ﹤0.01%
11,406
-1,893
2555
$141K ﹤0.01%
15,000
-2,015
2556
$141K ﹤0.01%
22,934
+3,454
2557
$141K ﹤0.01%
+11,450
2558
$140K ﹤0.01%
14,000
2559
$138K ﹤0.01%
+17,550
2560
$136K ﹤0.01%
17,613
-968
2561
$136K ﹤0.01%
11,832
-11,056
2562
$130K ﹤0.01%
10,808
2563
$129K ﹤0.01%
10,267
2564
$128K ﹤0.01%
+10,016
2565
$127K ﹤0.01%
28,165
-1,200
2566
$125K ﹤0.01%
11,640
2567
$125K ﹤0.01%
14,835
-500
2568
$124K ﹤0.01%
10,746
-1,144
2569
$123K ﹤0.01%
12,328
+2,035
2570
$118K ﹤0.01%
67,600
+3,000
2571
$118K ﹤0.01%
29,138
2572
$116K ﹤0.01%
23,187
-19,704
2573
$113K ﹤0.01%
18,100
-8,500
2574
$113K ﹤0.01%
14,808
+2,839
2575
$113K ﹤0.01%
10,725
-1,562
101 102
103
104 105