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
626
$7.56M 0.02%
46,568
+496
627
$7.52M 0.02%
209,209
+700
628
$7.48M 0.02%
57,394
+16,694
629
$7.48M 0.02%
42,156
-2,274
630
$7.48M 0.02%
55,932
-47
631
$7.42M 0.02%
43,156
+15,347
632
$7.39M 0.02%
+52,725
633
$7.37M 0.02%
62,901
+3,893
634
$7.35M 0.02%
18,087
+2,766
635
$7.31M 0.02%
176,981
+13,662
636
$7.29M 0.02%
112,683
+6,384
637
$7.27M 0.02%
327,867
+16,430
638
$7.27M 0.02%
207,341
-5,003
639
$7.23M 0.02%
109,175
+24,725
640
$7.21M 0.02%
321,730
+24,378
641
$7.19M 0.02%
168,108
+658
642
$7.17M 0.02%
85,099
+146
643
$7.15M 0.02%
337,146
+18,403
644
$7.07M 0.02%
119,315
+591
645
$7.04M 0.02%
31,496
-901
646
$7.03M 0.02%
43,440
+12,544
647
$7.01M 0.02%
46,666
+474
648
$7.01M 0.02%
272,519
+16,340
649
$6.97M 0.02%
72,562
-1,852
650
$6.95M 0.02%
51,621
+1,430
24 25
26
27 28