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
2626
$31K ﹤0.01%
18,550
+5,000
2627
$31K ﹤0.01%
32,613
2628
$30K ﹤0.01%
11,075
2629
$30K ﹤0.01%
20,000
2630
$29K ﹤0.01%
30,000
2631
$28K ﹤0.01%
1,480
2632
$27K ﹤0.01%
16,825
+2,000
2633
$27K ﹤0.01%
15,509
+1,832
2634
$26K ﹤0.01%
10,000
2635
$21K ﹤0.01%
782
+62
2636
$18K ﹤0.01%
15,008
2637
$16K ﹤0.01%
24,241
2638
$15K ﹤0.01%
10,000
-1,500
2639
$14K ﹤0.01%
14,718
2640
$12K ﹤0.01%
+10,000
2641
$10K ﹤0.01%
1,350
2642
$8K ﹤0.01%
2,355
2643
$8K ﹤0.01%
667
2644
$7K ﹤0.01%
10,000
2645
$5K ﹤0.01%
1,367
2646
$5K ﹤0.01%
713
2647
$4K ﹤0.01%
10,530
-300
2648
$4K ﹤0.01%
+128,245
2649
$3K ﹤0.01%
10,000
-9,000
2650
$1K ﹤0.01%
10,000
104 105
106
107 108