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
$17.5B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,174
New
Increased
Reduced
Closed

Top Buys

1
+$73.1M
2
+$61.9M
3
+$25.3M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$23M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$22.8M

Top Sells

1
+$57.1M
2
+$25.6M
3
+$21.8M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$19.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.7M

Sector Composition

1 Technology 10.91%
2 Healthcare 7.91%
3 Financials 6.63%
4 Industrials 5.5%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2.77M 0.02%
45,705
-2,072
677
$2.77M 0.02%
110,636
-1,049
678
$2.75M 0.02%
29,756
+226
679
$2.74M 0.02%
92,688
-40,608
680
$2.73M 0.02%
24,164
+751
681
$2.72M 0.02%
29,986
-2,395
682
$2.72M 0.02%
29,799
+5,063
683
$2.71M 0.02%
300,738
+23,413
684
$2.71M 0.02%
20,515
-790
685
$2.69M 0.02%
30,108
-1,998
686
$2.68M 0.02%
47,290
+11,986
687
$2.68M 0.02%
146,178
+800
688
$2.67M 0.02%
87,265
+4,975
689
$2.66M 0.02%
55,326
-1,690
690
$2.66M 0.02%
114,985
+7,879
691
$2.66M 0.02%
45,973
+7,472
692
$2.65M 0.02%
13,117
+1,218
693
$2.65M 0.02%
98,000
+5,311
694
$2.65M 0.02%
33,452
-3,544
695
$2.65M 0.02%
56,690
+22,730
696
$2.64M 0.02%
104,590
+4,647
697
$2.64M 0.02%
157,953
-12,807
698
$2.64M 0.02%
38,528
+92
699
$2.64M 0.02%
+38,677
700
$2.63M 0.02%
71,526
+37,300
26 27
28
29 30