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
1051
$970K 0.01%
16,130
-1,236
1052
$968K 0.01%
14,905
-2,680
1053
$963K 0.01%
+62,554
1054
$960K 0.01%
31,231
+4,850
1055
$957K 0.01%
42,227
+18,410
1056
$957K 0.01%
54,406
-8,543
1057
$956K 0.01%
46,550
+6,618
1058
$955K 0.01%
23,426
-237
1059
$953K 0.01%
5,873
-999
1060
$949K 0.01%
4,003
-506
1061
$949K 0.01%
112,283
-2,874
1062
$945K 0.01%
15,119
-18,429
1063
$938K 0.01%
+35,502
1064
$938K 0.01%
39,585
-1,531
1065
$936K 0.01%
9,525
-1,206
1066
$932K 0.01%
+36,619
1067
$930K 0.01%
41,370
-960
1068
$928K 0.01%
90,652
+59,020
1069
$927K 0.01%
15,050
+3,293
1070
$924K 0.01%
59,564
+24,396
1071
$921K 0.01%
47,831
-10,731
1072
$919K 0.01%
685
+138
1073
$919K 0.01%
4,875
-1,283
1074
$915K 0.01%
18,650
-11,082
1075
$915K 0.01%
+28,162
41 42
43
44 45