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
751
$2.13M 0.01%
13,850
-829
752
$2.12M 0.01%
38,937
-1,882
753
$2.11M 0.01%
112,721
-10,950
754
$2.11M 0.01%
120,435
+4,795
755
$2.09M 0.01%
28,207
+4,929
756
$2.09M 0.01%
126,967
+59,187
757
$2.09M 0.01%
72,313
+54,610
758
$2.08M 0.01%
10,500
+6,684
759
$2.08M 0.01%
55,576
+1,322
760
$2.08M 0.01%
57,466
+3,081
761
$2.07M 0.01%
21,357
+10,335
762
$2.07M 0.01%
290,808
+21,464
763
$2.05M 0.01%
63,841
+25,610
764
$2.04M 0.01%
20,261
+3,737
765
$2.02M 0.01%
77,053
-15,512
766
$2.01M 0.01%
+66,945
767
$2M 0.01%
39,839
+35,278
768
$2M 0.01%
95,303
+8,643
769
$1.99M 0.01%
49,000
-11,740
770
$1.99M 0.01%
67,692
+14,372
771
$1.97M 0.01%
75,379
-42,265
772
$1.96M 0.01%
11,438
-4,943
773
$1.95M 0.01%
21,567
+3,303
774
$1.95M 0.01%
54,830
+16,969
775
$1.94M 0.01%
35,304
+986
29 30
31
32 33