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
326
$8.64M 0.05%
23,408
-7
327
$8.64M 0.05%
298,863
-84,795
328
$8.61M 0.05%
34,092
+2,706
329
$8.56M 0.05%
117,188
-2,008
330
$8.55M 0.05%
222,852
-4,934
331
$8.54M 0.05%
75,923
-297
332
$8.49M 0.05%
244,662
+158,524
333
$8.49M 0.05%
65,098
+6,027
334
$8.42M 0.05%
242,256
+13,093
335
$8.39M 0.05%
114,134
+12,542
336
$8.39M 0.05%
286,225
+227,864
337
$8.39M 0.05%
38,443
+3,205
338
$8.34M 0.05%
381,972
-1,889
339
$8.32M 0.05%
104,757
+7,334
340
$8.27M 0.05%
148,512
+14,749
341
$8.11M 0.05%
140,186
+27,705
342
$8.09M 0.05%
49,784
-607
343
$8.07M 0.05%
22,623
+1,500
344
$8.07M 0.05%
85,226
+6,719
345
$7.99M 0.05%
266,688
-4,408
346
$7.98M 0.05%
55,105
-1,738
347
$7.95M 0.05%
128,605
+74,156
348
$7.91M 0.05%
65,253
+5,573
349
$7.9M 0.05%
524,756
+4,512
350
$7.89M 0.05%
27,224
+732
12 13
14
15 16