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
551
$4M 0.02%
64,422
+891
552
$4M 0.02%
145,342
+398
553
$3.99M 0.02%
87,306
+1,636
554
$3.99M 0.02%
30,203
-1,087
555
$3.96M 0.02%
218,063
-2,740
556
$3.95M 0.02%
187,381
-113,623
557
$3.94M 0.02%
72,541
+12,673
558
$3.92M 0.02%
2,925
+1,015
559
$3.92M 0.02%
55,838
+2,651
560
$3.92M 0.02%
136,384
+35,425
561
$3.89M 0.02%
220,492
+5,856
562
$3.88M 0.02%
125,956
-6,642
563
$3.86M 0.02%
38,583
+7,648
564
$3.85M 0.02%
54,980
-22,646
565
$3.85M 0.02%
189,083
+13,924
566
$3.83M 0.02%
+172,659
567
$3.82M 0.02%
148,393
-409,787
568
$3.82M 0.02%
140,741
+13,359
569
$3.77M 0.02%
19,253
+455
570
$3.76M 0.02%
22,565
+1,549
571
$3.75M 0.02%
27,264
-30,348
572
$3.75M 0.02%
134,305
+12,307
573
$3.75M 0.02%
103,455
-1,985
574
$3.75M 0.02%
139,677
+13,458
575
$3.74M 0.02%
26,028
-38,663
21 22
23
24 25