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
$15.8B
AUM Growth
+$3.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,108
New
Increased
Reduced
Closed

Top Buys

1
+$152M
2
+$98.9M
3
+$90.5M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$63M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$62.2M

Top Sells

1
+$71.3M
2
+$56.3M
3
+$51.7M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$51.3M
5
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$36.4M

Sector Composition

1 Technology 10.67%
2 Healthcare 8.08%
3 Financials 6.85%
4 Industrials 5.22%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2.71M 0.02%
148,339
-23,582
652
$2.71M 0.02%
41,668
-100
653
$2.71M 0.02%
170,760
-95,407
654
$2.7M 0.02%
47,777
-2,759
655
$2.7M 0.02%
88,524
-48,177
656
$2.69M 0.02%
21,305
-1,047
657
$2.69M 0.02%
49,376
+30,011
658
$2.69M 0.02%
149,563
+10,125
659
$2.69M 0.02%
80,478
-40,853
660
$2.66M 0.02%
32,381
-249
661
$2.65M 0.02%
111,685
+50,269
662
$2.65M 0.02%
24,956
+20,435
663
$2.65M 0.02%
79,178
-1,674
664
$2.65M 0.02%
44,728
-122
665
$2.65M 0.02%
50,135
+2,142
666
$2.64M 0.02%
93,103
+68,878
667
$2.63M 0.02%
60,884
-40,288
668
$2.63M 0.02%
57,016
+1,076
669
$2.63M 0.02%
48,889
-1,432
670
$2.62M 0.02%
121,998
+25,376
671
$2.61M 0.02%
74,953
+56,378
672
$2.6M 0.02%
46,620
-2,464
673
$2.59M 0.02%
116,120
+10,466
674
$2.59M 0.02%
27,016
-2,211
675
$2.58M 0.02%
82,290
25 26
27
28 29