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
$17.5B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,174
New
Increased
Reduced
Closed

Top Buys

1
+$73.1M
2
+$61.9M
3
+$25.3M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$23M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$22.8M

Top Sells

1
+$57.1M
2
+$25.6M
3
+$21.8M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$19.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.7M

Sector Composition

1 Technology 10.91%
2 Healthcare 7.91%
3 Financials 6.63%
4 Industrials 5.5%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$1.24M 0.01%
+19,086
1002
$1.24M 0.01%
83,883
+13,578
1003
$1.23M 0.01%
7,401
-459
1004
$1.22M 0.01%
50,542
-37,982
1005
$1.22M 0.01%
28,080
-49,190
1006
$1.22M 0.01%
273,446
+34,678
1007
$1.22M 0.01%
45,680
-19,924
1008
$1.22M 0.01%
12,630
+742
1009
$1.22M 0.01%
14,443
-462
1010
$1.21M 0.01%
56,523
-1,524
1011
$1.21M 0.01%
4,376
-517
1012
$1.21M 0.01%
61,434
+8,016
1013
$1.21M 0.01%
13,370
-476
1014
$1.21M 0.01%
142,253
+10,914
1015
$1.21M 0.01%
22,782
-891
1016
$1.2M 0.01%
54,622
+1,011
1017
$1.2M 0.01%
11,503
+629
1018
$1.19M 0.01%
44,064
-4,340
1019
$1.19M 0.01%
6,223
-100
1020
$1.19M 0.01%
26,145
-53,565
1021
$1.18M 0.01%
38,228
-203,960
1022
$1.18M 0.01%
5,962
-479
1023
$1.18M 0.01%
+5,713
1024
$1.17M 0.01%
13,155
+1,679
1025
$1.17M 0.01%
19,204
-312
39 40
41
42 43