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
851
$1.58M 0.01%
122,517
+16,482
852
$1.57M 0.01%
75,058
-55,823
853
$1.57M 0.01%
55,206
-22,892
854
$1.57M 0.01%
21,604
+812
855
$1.57M 0.01%
16,049
-1,286
856
$1.56M 0.01%
23,500
-21,654
857
$1.56M 0.01%
267,372
-2,500
858
$1.56M 0.01%
23,374
-40,707
859
$1.56M 0.01%
24,529
-4,031
860
$1.56M 0.01%
13,666
-6,232
861
$1.55M 0.01%
14,668
+1,620
862
$1.55M 0.01%
16,940
-276
863
$1.54M 0.01%
33,960
-43,885
864
$1.54M 0.01%
28,237
+23,558
865
$1.54M 0.01%
56,591
-26,961
866
$1.52M 0.01%
23,048
-768
867
$1.51M 0.01%
25,338
-50,992
868
$1.51M 0.01%
124,191
-6,976
869
$1.5M 0.01%
87,258
-30,918
870
$1.5M 0.01%
26,313
-294
871
$1.5M 0.01%
75,479
-2,597
872
$1.5M 0.01%
24,223
+296
873
$1.5M 0.01%
146,952
-46,927
874
$1.49M 0.01%
58,058
-159,445
875
$1.49M 0.01%
84,611
+7,682
33 34
35
36 37