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
526
$4.43M 0.03%
16,109
+693
527
$4.42M 0.03%
+54,372
528
$4.42M 0.03%
24,513
+3,553
529
$4.4M 0.03%
19,844
+1,228
530
$4.38M 0.03%
76,990
+5,961
531
$4.38M 0.03%
54,642
-1,994
532
$4.38M 0.03%
781,786
+678,606
533
$4.33M 0.02%
51,376
+2,792
534
$4.31M 0.02%
27,666
-3,263
535
$4.3M 0.02%
106,591
+71,831
536
$4.27M 0.02%
70,205
+19,334
537
$4.26M 0.02%
103,574
+19,094
538
$4.25M 0.02%
33,569
+1,509
539
$4.22M 0.02%
158,925
-9,675
540
$4.21M 0.02%
90,420
-28,581
541
$4.21M 0.02%
183,430
+17,794
542
$4.19M 0.02%
50,378
-2,171
543
$4.13M 0.02%
21,981
-2,848
544
$4.13M 0.02%
236,763
-33,853
545
$4.12M 0.02%
19,243
+304
546
$4.11M 0.02%
31,867
+1,259
547
$4.09M 0.02%
124,180
+10,075
548
$4.05M 0.02%
40,649
+2,659
549
$4.03M 0.02%
36,041
+1,843
550
$4.01M 0.02%
158,228
-26,526
20 21
22
23 24