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
726
$2.23M 0.01%
39,577
+21,901
727
$2.23M 0.01%
76,859
+14,883
728
$2.23M 0.01%
19,498
-700
729
$2.22M 0.01%
+31,560
730
$2.21M 0.01%
58,414
+1,317
731
$2.21M 0.01%
736,839
+153
732
$2.2M 0.01%
21,872
-60,137
733
$2.2M 0.01%
82,330
+6,627
734
$2.19M 0.01%
360,663
-187,103
735
$2.19M 0.01%
24,456
+4,079
736
$2.19M 0.01%
25,780
-16,800
737
$2.19M 0.01%
+13,173
738
$2.18M 0.01%
26,620
+1,616
739
$2.18M 0.01%
11,899
-7,505
740
$2.17M 0.01%
30,580
+12,330
741
$2.17M 0.01%
109,120
-20,440
742
$2.17M 0.01%
40,516
-74,051
743
$2.17M 0.01%
19,615
+2,004
744
$2.16M 0.01%
34,571
-13,030
745
$2.15M 0.01%
90,800
-17,442
746
$2.15M 0.01%
6,513
+2,107
747
$2.14M 0.01%
15,763
-1,106
748
$2.13M 0.01%
114,136
-363,042
749
$2.13M 0.01%
32,354
-2,356
750
$2.13M 0.01%
40,104
+3,159
28 29
30
31 32