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
676
$2.58M 0.02%
18,129
-633
677
$2.58M 0.02%
178,525
-31,213
678
$2.58M 0.02%
185,646
+20,119
679
$2.57M 0.02%
114,368
-82,172
680
$2.55M 0.02%
16,999
+8,310
681
$2.55M 0.02%
18,262
+2,012
682
$2.55M 0.02%
66,410
-16,254
683
$2.54M 0.02%
21,459
-5,068
684
$2.54M 0.02%
7,316
+3,062
685
$2.54M 0.02%
343,798
+26,913
686
$2.53M 0.02%
29,530
+9,656
687
$2.52M 0.02%
92,689
+1,567
688
$2.5M 0.02%
44,005
+4,905
689
$2.49M 0.02%
84,597
-1,763
690
$2.48M 0.02%
40,797
-2,707
691
$2.48M 0.02%
32,106
+6,775
692
$2.48M 0.02%
90,094
-67,546
693
$2.48M 0.02%
1,910
+263
694
$2.47M 0.02%
133,837
+10,996
695
$2.46M 0.02%
107,106
+14,902
696
$2.46M 0.02%
145,378
+4,500
697
$2.46M 0.02%
+117,668
698
$2.46M 0.02%
145,285
+14,915
699
$2.44M 0.02%
63,164
+9,765
700
$2.43M 0.02%
+20,724
26 27
28
29 30