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
$5B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,559
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$8.45M
3
+$4.98M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$4.59M
5
FXG icon
First Trust Consumer Staples AlphaDEX Fund
FXG
+$4.55M

Top Sells

1
+$8.53M
2
+$8.45M
3
+$7.39M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$3.78M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$3.68M

Sector Composition

1 Healthcare 7.12%
2 Financials 6.66%
3 Technology 6.07%
4 Industrials 5.47%
5 Energy 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.5M 0.03%
155,320
-2,905
427
$1.49M 0.03%
48,856
+2,870
428
$1.49M 0.03%
27,531
-3,847
429
$1.49M 0.03%
37,709
+746
430
$1.48M 0.03%
16,446
+220
431
$1.46M 0.03%
56,028
+25,756
432
$1.45M 0.03%
10,558
-807
433
$1.45M 0.03%
38,868
+31,946
434
$1.45M 0.03%
49,936
-9,653
435
$1.44M 0.03%
15,249
+9,020
436
$1.44M 0.03%
19,271
+201
437
$1.43M 0.03%
54,965
-16,335
438
$1.43M 0.03%
23,578
+15,800
439
$1.43M 0.03%
34,417
+641
440
$1.42M 0.03%
20,841
+1,157
441
$1.42M 0.03%
20,099
+1,210
442
$1.4M 0.03%
53,414
+44,306
443
$1.4M 0.03%
10,520
-776
444
$1.4M 0.03%
12,024
+1,534
445
$1.4M 0.03%
22,801
+1,970
446
$1.4M 0.03%
94,134
-2,361
447
$1.38M 0.03%
20,519
-875
448
$1.38M 0.03%
25,945
+4,469
449
$1.37M 0.03%
31,450
+2,268
450
$1.37M 0.03%
51,936
-10,792
16 17
18
19 20