Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $38.3B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.5B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,174
New
Increased
Reduced
Closed

Top Buys

1
+$73.1M
2
+$61.9M
3
+$25.3M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$23M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$22.8M

Top Sells

1
+$57.1M
2
+$25.6M
3
+$21.8M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$19.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.7M

Sector Composition

1 Technology 10.92%
2 Healthcare 7.91%
3 Financials 6.63%
4 Industrials 5.48%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$9.79M 0.06%
100,874
+3,642
302
$9.77M 0.06%
123,673
-26,019
303
$9.64M 0.06%
220,273
-12,727
304
$9.6M 0.05%
189,240
-84,709
305
$9.49M 0.05%
85,732
-43,304
306
$9.48M 0.05%
442,475
+5,646
307
$9.46M 0.05%
49,918
+3,739
308
$9.39M 0.05%
100,241
+59,998
309
$9.37M 0.05%
26,255
+1,569
310
$9.34M 0.05%
81,459
+845
311
$9.26M 0.05%
154,324
+15,744
312
$9.13M 0.05%
176,045
-8,843
313
$9.05M 0.05%
383,920
+44,370
314
$9.03M 0.05%
48,701
+2,505
315
$9.01M 0.05%
75,360
-20,221
316
$9.01M 0.05%
40,217
+4,466
317
$9M 0.05%
18,679
+1,281
318
$8.86M 0.05%
+202,555
319
$8.82M 0.05%
324,828
-3,739
320
$8.81M 0.05%
598,090
-62,251
321
$8.76M 0.05%
47,271
+1,198
322
$8.75M 0.05%
359,375
+25,656
323
$8.71M 0.05%
30,690
-903
324
$8.7M 0.05%
83,471
+8,467
325
$8.65M 0.05%
111,138
-433
11 12
13
14 15