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
501
$4.73M 0.03%
74,522
+11,305
502
$4.73M 0.03%
82,205
+73,155
503
$4.72M 0.03%
85,355
+13,219
504
$4.71M 0.03%
569,570
+3,557
505
$4.7M 0.03%
116,774
+5,650
506
$4.69M 0.03%
29,840
-3,599
507
$4.69M 0.03%
51,245
-6,984
508
$4.69M 0.03%
124,036
-23,463
509
$4.67M 0.03%
56,413
-1,357
510
$4.66M 0.03%
368,322
-11,265
511
$4.64M 0.03%
86,042
+14,410
512
$4.63M 0.03%
89,619
-1,013
513
$4.6M 0.03%
56,705
-5,114
514
$4.59M 0.03%
20,934
+1,205
515
$4.56M 0.03%
27,933
-6,481
516
$4.56M 0.03%
45,847
-2,951
517
$4.56M 0.03%
76,976
+19,496
518
$4.55M 0.03%
212,299
-2,654
519
$4.55M 0.03%
74,053
+1,377
520
$4.54M 0.03%
89,324
+3,113
521
$4.46M 0.03%
13,159
-507
522
$4.46M 0.03%
133,644
-40,203
523
$4.45M 0.03%
190,382
+4,001
524
$4.45M 0.03%
284,255
+7,414
525
$4.43M 0.03%
90,566
+3,136
19 20
21
22 23