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 7.61%
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
2701
– –
-144,579
2702
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-28,900
2703
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-6,044
2704
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-42,881
2705
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-34,841
2706
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-81,970
2707
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-34,585
2708
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-10,609
2709
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-10,254
2710
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-538
2711
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-20,805
2712
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-36,910
2713
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-20,313
2714
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-24,436
2715
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-2,884
2716
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2717
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2718
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2719
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-21,927
2720
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-14,784
2721
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-20,761
2722
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-4,165
2723
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-2,061
2724
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-13,448
2725
– –
-3,462
107 108
109
110 111