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
826
$1.7M 0.01%
49,783
+2,538
827
$1.7M 0.01%
109,900
-16,910
828
$1.7M 0.01%
17,409
-11,170
829
$1.7M 0.01%
79,398
-6,127
830
$1.69M 0.01%
21,789
-15,948
831
$1.69M 0.01%
+66,744
832
$1.69M 0.01%
66,924
+2,973
833
$1.66M 0.01%
134,923
+95,512
834
$1.66M 0.01%
8,322
-2,045
835
$1.66M 0.01%
265,259
+55,947
836
$1.66M 0.01%
65,350
-53
837
$1.65M 0.01%
18,689
+2,573
838
$1.65M 0.01%
38,728
+5,211
839
$1.64M 0.01%
44,662
+7,953
840
$1.63M 0.01%
6,485
-2,001
841
$1.63M 0.01%
58,361
-1,284
842
$1.63M 0.01%
34,124
+284
843
$1.63M 0.01%
12,528
-9,975
844
$1.61M 0.01%
147,288
-57,890
845
$1.61M 0.01%
52,866
+2,493
846
$1.61M 0.01%
+97,225
847
$1.61M 0.01%
8,345
+2,011
848
$1.61M 0.01%
58,047
+7,446
849
$1.6M 0.01%
+110,793
850
$1.58M 0.01%
65,078
-24,512
32 33
34
35 36