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
$15.8B
AUM Growth
+$3.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,108
New
Increased
Reduced
Closed

Top Buys

1
+$152M
2
+$98.9M
3
+$90.5M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$63M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$62.2M

Top Sells

1
+$71.3M
2
+$56.3M
3
+$51.7M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$51.3M
5
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$36.4M

Sector Composition

1 Technology 10.67%
2 Healthcare 8.08%
3 Financials 6.85%
4 Industrials 5.22%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6.48M 0.04%
85,356
+23,251
377
$6.43M 0.04%
37,131
+186
378
$6.38M 0.04%
301,004
+31,987
379
$6.33M 0.04%
81,306
+665
380
$6.32M 0.04%
130,536
+29,827
381
$6.32M 0.04%
104,191
+23,000
382
$6.31M 0.04%
193,141
+43,790
383
$6.31M 0.04%
270,616
-59,395
384
$6.29M 0.04%
185,224
+50,418
385
$6.29M 0.04%
53,564
+18,099
386
$6.29M 0.04%
78,507
-9,088
387
$6.24M 0.04%
136,139
+82,924
388
$6.21M 0.04%
9,956
+1,707
389
$6.16M 0.04%
287,690
+74,170
390
$6.12M 0.04%
205,809
-27,812
391
$6.11M 0.04%
112,481
+77,868
392
$6.09M 0.04%
114,591
-71,315
393
$6.06M 0.04%
206,036
+77,953
394
$6.06M 0.04%
22,069
-44
395
$6.04M 0.04%
56,653
+6,710
396
$6.02M 0.04%
201,684
+25,825
397
$5.95M 0.04%
31,369
+2,744
398
$5.91M 0.04%
79,332
+27,601
399
$5.85M 0.04%
208,705
-121,956
400
$5.82M 0.04%
115,145
+30,225
14 15
16
17 18