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
1026
$1.17M 0.01%
55,167
+8,617
1027
$1.17M 0.01%
132,544
+20,261
1028
$1.17M 0.01%
7,195
+1,000
1029
$1.16M 0.01%
12,964
+2,558
1030
$1.16M 0.01%
37,695
-9,300
1031
$1.16M 0.01%
20,291
-2,905
1032
$1.15M 0.01%
29,691
-348
1033
$1.15M 0.01%
44,312
+10,233
1034
$1.15M 0.01%
4,638
+108
1035
$1.15M 0.01%
335,836
-8,107
1036
$1.14M 0.01%
94,956
+4,010
1037
$1.14M 0.01%
77,904
+24,744
1038
$1.14M 0.01%
18,890
+2,622
1039
$1.14M 0.01%
75,087
-29,383
1040
$1.14M 0.01%
+37,059
1041
$1.14M 0.01%
6,203
-147
1042
$1.13M 0.01%
49,850
+4,025
1043
$1.13M 0.01%
43,207
-662
1044
$1.13M 0.01%
28,050
-965
1045
$1.13M 0.01%
42,630
-178,807
1046
$1.13M 0.01%
9,716
+492
1047
$1.13M 0.01%
78,769
-787
1048
$1.12M 0.01%
26,772
-17,890
1049
$1.12M 0.01%
11,756
+8,628
1050
$1.12M 0.01%
77,736
-6,896
40 41
42
43 44