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
701
$2.42M 0.02%
54,774
+23,291
702
$2.42M 0.02%
34,802
+7,907
703
$2.42M 0.02%
99,943
+461
704
$2.42M 0.02%
38,436
-197
705
$2.4M 0.02%
72,431
-7,355
706
$2.4M 0.02%
151,045
-3,695
707
$2.39M 0.02%
16,728
-50
708
$2.39M 0.02%
116,292
+2,759
709
$2.35M 0.01%
31,120
+1,324
710
$2.32M 0.01%
25,675
+2,520
711
$2.32M 0.01%
45,312
+3,392
712
$2.32M 0.01%
50,892
-11,061
713
$2.32M 0.01%
47,524
-553
714
$2.31M 0.01%
94,758
+13,356
715
$2.29M 0.01%
173,742
+58,551
716
$2.29M 0.01%
24,736
+605
717
$2.29M 0.01%
21,937
+6,295
718
$2.29M 0.01%
+75,962
719
$2.27M 0.01%
228,320
-4,813
720
$2.27M 0.01%
59,256
+6,678
721
$2.27M 0.01%
38,434
-1,546
722
$2.26M 0.01%
29,543
-2,001
723
$2.25M 0.01%
80,802
+5,954
724
$2.25M 0.01%
26,379
+16,216
725
$2.23M 0.01%
73,952
+6,051
27 28
29
30 31