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
$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 10.91%
2 Healthcare 7.91%
3 Financials 6.63%
4 Industrials 5.5%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$3.44M 0.02%
50,310
+1,781
602
$3.42M 0.02%
126,609
+9,818
603
$3.42M 0.02%
94,581
+6,576
604
$3.42M 0.02%
372,796
+71,095
605
$3.42M 0.02%
62,639
+52,640
606
$3.41M 0.02%
+146,673
607
$3.4M 0.02%
22,327
+1,603
608
$3.39M 0.02%
225,641
+153,157
609
$3.37M 0.02%
67,874
-5,595
610
$3.36M 0.02%
128,135
+1,604
611
$3.33M 0.02%
92,882
-4,457
612
$3.33M 0.02%
90,684
-11,931
613
$3.31M 0.02%
135,909
+105,382
614
$3.31M 0.02%
61,909
+37,246
615
$3.3M 0.02%
66,345
-8,187
616
$3.29M 0.02%
64,723
-2,930
617
$3.29M 0.02%
346,693
618
$3.27M 0.02%
127,120
+20,148
619
$3.26M 0.02%
102,442
+23,288
620
$3.25M 0.02%
83,354
+4,482
621
$3.24M 0.02%
126,529
+1,506
622
$3.23M 0.02%
62,784
+654
623
$3.22M 0.02%
18,453
+6,834
624
$3.22M 0.02%
41,423
-9,783
625
$3.2M 0.02%
155,696
+5,789
23 24
25
26 27