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
$35.8B
AUM Growth
+$3.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,878
New
Increased
Reduced
Closed

Top Buys

1
+$489M
2
+$227M
3
+$152M
4
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$106M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$106M

Top Sells

1
+$181M
2
+$125M
3
+$107M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$84.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$61.7M

Sector Composition

1 Technology 13.49%
2 Financials 7.6%
3 Healthcare 6.42%
4 Industrials 6.21%
5 Consumer Discretionary 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$8.05M 0.02%
240,772
-12,354
602
$8.04M 0.02%
18,371
+26
603
$8.02M 0.02%
+30,834
604
$8M 0.02%
73,064
+8,944
605
$7.98M 0.02%
70,648
+17,437
606
$7.96M 0.02%
155,743
-20,319
607
$7.94M 0.02%
750,897
+91,610
608
$7.93M 0.02%
51,866
-6,086
609
$7.92M 0.02%
49,858
+1,782
610
$7.92M 0.02%
90,932
-412
611
$7.88M 0.02%
215,158
+89,866
612
$7.87M 0.02%
36,536
+633
613
$7.83M 0.02%
190,131
+105,586
614
$7.79M 0.02%
154,009
-3,482
615
$7.79M 0.02%
4,964
-136
616
$7.75M 0.02%
32,465
+197
617
$7.69M 0.02%
134,352
+91,094
618
$7.66M 0.02%
291,645
-24,898
619
$7.66M 0.02%
213,558
+37,669
620
$7.64M 0.02%
149,252
+56,792
621
$7.61M 0.02%
12,660
+1,425
622
$7.6M 0.02%
94,647
+1,138
623
$7.58M 0.02%
95,172
-23,185
624
$7.57M 0.02%
75,635
-5,919
625
$7.57M 0.02%
321,808
+20,983
23 24
25
26 27