Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $42.2B
1-Year Est. Return 18.09%
This Quarter Est. Return
1 Year Est. Return
+18.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.4B
AUM Growth
+$463M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,100
New
Increased
Reduced
Closed

Top Buys

1 +$32.8M
2 +$22.2M
3 +$16.5M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$14.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.2M

Sector Composition

1 Financials 8.86%
2 Technology 8.7%
3 Healthcare 8.07%
4 Industrials 6.41%
5 Communication Services 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$950K 0.01%
+51,380
1002
$950K 0.01%
8,029
+311
1003
$949K 0.01%
12,982
+1,690
1004
$947K 0.01%
24,364
+611
1005
$947K 0.01%
9,011
+143
1006
$945K 0.01%
24,760
-22,094
1007
$943K 0.01%
43,372
+762
1008
$942K 0.01%
67,456
+1,171
1009
$940K 0.01%
17,504
+1,800
1010
$940K 0.01%
74,581
+4,887
1011
$935K 0.01%
43,106
+5,173
1012
$935K 0.01%
12,775
+271
1013
$932K 0.01%
20,339
-3,853
1014
$931K 0.01%
115,500
1015
$930K 0.01%
12,867
+8,081
1016
$929K 0.01%
+52,051
1017
$925K 0.01%
47,970
-54,080
1018
$923K 0.01%
51,914
+9,154
1019
$921K 0.01%
20,755
-830
1020
$920K 0.01%
23,070
1021
$919K 0.01%
79,650
-1,245
1022
$918K 0.01%
9,888
+1,645
1023
$918K 0.01%
24,828
+2,430
1024
$918K 0.01%
7,916
-705
1025
$916K 0.01%
38,857
+4,564