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
801
$1.79M 0.01%
81,001
+19,057
802
$1.78M 0.01%
87,357
-7,000
803
$1.78M 0.01%
4,587
+857
804
$1.77M 0.01%
12,668
+2,561
805
$1.77M 0.01%
12,405
+1,264
806
$1.76M 0.01%
144,837
-33,984
807
$1.76M 0.01%
41,231
-19,923
808
$1.76M 0.01%
28,997
+1,405
809
$1.76M 0.01%
65,604
-2,953
810
$1.76M 0.01%
36,222
+8,496
811
$1.75M 0.01%
78,680
+10,010
812
$1.75M 0.01%
34,760
+12,449
813
$1.75M 0.01%
161,919
+140,486
814
$1.75M 0.01%
22,561
-5,197
815
$1.74M 0.01%
65,431
+453
816
$1.73M 0.01%
38,834
+480
817
$1.73M 0.01%
11,619
+5,915
818
$1.73M 0.01%
15,823
-24,270
819
$1.73M 0.01%
86,489
-18,185
820
$1.72M 0.01%
39,858
-27,984
821
$1.72M 0.01%
168,054
+69,295
822
$1.72M 0.01%
104,470
+76,339
823
$1.71M 0.01%
17,191
-456
824
$1.71M 0.01%
116,145
-15,400
825
$1.71M 0.01%
41,646
+16,726
31 32
33
34 35