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
526
$3.92M 0.02%
100,959
+2,546
527
$3.91M 0.02%
74,319
-3,894
528
$3.9M 0.02%
63,217
+9,691
529
$3.85M 0.02%
18,616
-206
530
$3.85M 0.02%
211,474
-23,577
531
$3.81M 0.02%
85,670
+2,501
532
$3.81M 0.02%
35,372
+1,160
533
$3.81M 0.02%
116,791
-13,107
534
$3.8M 0.02%
37,990
-11,631
535
$3.79M 0.02%
61,025
+1,534
536
$3.79M 0.02%
220,803
+209,843
537
$3.79M 0.02%
30,608
-5,377
538
$3.77M 0.02%
19,729
+3,292
539
$3.76M 0.02%
165,636
+10,564
540
$3.74M 0.02%
7,333
+2,872
541
$3.74M 0.02%
566,013
-5,927
542
$3.7M 0.02%
105,080
+10,750
543
$3.68M 0.02%
1,655
-596
544
$3.68M 0.02%
51,206
-14,840
545
$3.68M 0.02%
+165,575
546
$3.67M 0.02%
175,159
+55,297
547
$3.67M 0.02%
15,744
+1,743
548
$3.66M 0.02%
36,185
+22,924
549
$3.65M 0.02%
52,549
+7,490
550
$3.63M 0.02%
114,105
+33,090
20 21
22
23 24