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
$3.82B
AUM Growth
-$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,494
New
Increased
Reduced
Closed

Top Buys

1
+$62M
2
+$17.7M
3
+$17.6M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$15.7M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$15M

Top Sells

1
+$51.9M
2
+$46.6M
3
+$45M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$43.3M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$27.1M

Sector Composition

1 Healthcare 10.53%
2 Financials 9.06%
3 Industrials 7.7%
4 Technology 7.54%
5 Consumer Staples 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$674K 0.02%
14,291
-163
652
$673K 0.02%
56,000
-14,350
653
$665K 0.02%
41,819
+4,903
654
$664K 0.02%
7,124
+489
655
$664K 0.02%
26,045
-56
656
$662K 0.02%
14,269
-4,357
657
$662K 0.02%
45,068
+20,050
658
$661K 0.02%
+14,987
659
$661K 0.02%
28,684
-8,022
660
$659K 0.02%
47,803
+2,000
661
$657K 0.02%
19,533
+8,604
662
$657K 0.02%
48,306
+9,756
663
$654K 0.02%
17,122
+1,225
664
$652K 0.02%
9,554
665
$652K 0.02%
45,368
+4,200
666
$650K 0.02%
20,017
+4,920
667
$649K 0.02%
10,061
+1,760
668
$649K 0.02%
16,137
-29
669
$648K 0.02%
55,587
-650
670
$648K 0.02%
2,771
+839
671
$647K 0.02%
19,432
-1,928
672
$644K 0.02%
38,610
+578
673
$639K 0.02%
10,095
+6,152
674
$637K 0.02%
+161,040
675
$636K 0.02%
35,644
-5,467
25 26
27
28 29