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
701
$2.61M 0.01%
260,034
+69
702
$2.61M 0.01%
47,204
+7,100
703
$2.6M 0.01%
84,285
-312
704
$2.6M 0.01%
214,996
+30,456
705
$2.6M 0.01%
16,041
-687
706
$2.57M 0.01%
49,610
+610
707
$2.57M 0.01%
69,772
+6,608
708
$2.56M 0.01%
62,868
+3,612
709
$2.56M 0.01%
116,202
-3,494
710
$2.55M 0.01%
62,291
+3,877
711
$2.55M 0.01%
163,937
-7,988
712
$2.54M 0.01%
47,466
-1,423
713
$2.54M 0.01%
48,790
+3,478
714
$2.54M 0.01%
86,522
+18,830
715
$2.54M 0.01%
43,141
+36,158
716
$2.53M 0.01%
25,927
+3,366
717
$2.51M 0.01%
54,600
-6,825
718
$2.51M 0.01%
180,001
+1,476
719
$2.5M 0.01%
30,946
+1,403
720
$2.5M 0.01%
89,975
-4,783
721
$2.5M 0.01%
35,422
+3,068
722
$2.49M 0.01%
132,765
+87,503
723
$2.47M 0.01%
144,025
-7,020
724
$2.47M 0.01%
370,366
+9,703
725
$2.46M 0.01%
58,230
+3,024
27 28
29
30 31