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
926
$1.3M 0.01%
10,409
+209
927
$1.3M 0.01%
42,530
-3,328
928
$1.3M 0.01%
15,782
+9,474
929
$1.29M 0.01%
20,672
-2,425
930
$1.29M 0.01%
8,377
+3,174
931
$1.29M 0.01%
53,611
+1,023
932
$1.29M 0.01%
42,683
-8,641
933
$1.29M 0.01%
12,400
+2,618
934
$1.29M 0.01%
11,296
-5,542
935
$1.29M 0.01%
122,959
-51,315
936
$1.29M 0.01%
29,220
+12,644
937
$1.28M 0.01%
55,190
938
$1.28M 0.01%
52,200
+7,878
939
$1.27M 0.01%
119,837
-9,598
940
$1.27M 0.01%
54,309
+10,991
941
$1.27M 0.01%
+49,971
942
$1.27M 0.01%
41,574
+3,265
943
$1.26M 0.01%
30,414
-32,700
944
$1.26M 0.01%
47,759
+15,512
945
$1.26M 0.01%
+48,025
946
$1.26M 0.01%
7,071
-259
947
$1.25M 0.01%
12,313
+1,344
948
$1.25M 0.01%
19,207
-2,643
949
$1.25M 0.01%
19,311
-14,500
950
$1.25M 0.01%
34,226
+2,972
36 37
38
39 40