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
251
$29.4M 0.08%
399,305
-23,343
252
$29.2M 0.08%
59,476
-1,556
253
$29M 0.08%
168,087
+12,521
254
$28.9M 0.08%
190,234
-4,248
255
$28.9M 0.08%
104,831
-5,435
256
$28.9M 0.08%
213,703
-2,472
257
$28.8M 0.08%
264,489
-12,221
258
$28.8M 0.08%
107,344
-1,761
259
$28.6M 0.08%
562,129
+453,926
260
$28.4M 0.08%
215,853
-1,357
261
$28.3M 0.08%
150,276
-5,385
262
$28.3M 0.08%
1,003,218
-20,787
263
$28.2M 0.08%
244,998
-3,913
264
$28M 0.08%
44,361
+160
265
$27.8M 0.08%
207,900
+4,367
266
$27.6M 0.08%
1,024,151
+79,183
267
$27.4M 0.08%
110,409
-4,349
268
$27.3M 0.08%
420,376
-13,887
269
$27.1M 0.08%
+245,000
270
$26.7M 0.07%
273,929
-2,866
271
$26.6M 0.07%
266,935
-24,946
272
$26.4M 0.07%
239,102
+4,209
273
$26.3M 0.07%
49,878
-1,969
274
$26.3M 0.07%
38
275
$25.6M 0.07%
126,578
-171
9 10
11
12 13