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
$8.01B
AUM Growth
+$497M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,861
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$17.4M
3
+$15.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$13.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.61M

Top Sells

1
+$7.62M
2
+$7.41M
3
+$6.47M
4
GE icon
GE Aerospace
GE
+$5.79M
5
ETP
Energy Transfer Partners L.p.
ETP
+$5.64M

Sector Composition

1 Financials 9%
2 Healthcare 8.86%
3 Technology 7.49%
4 Industrials 6.82%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$599K 0.01%
+21,896
1102
$598K 0.01%
10,356
-380
1103
$597K 0.01%
5,577
+127
1104
$596K 0.01%
6,602
+1,444
1105
$595K 0.01%
25,357
+14,497
1106
$592K 0.01%
5,420
+1,117
1107
$589K 0.01%
42,153
+4,362
1108
$589K 0.01%
4,645
-3,144
1109
$587K 0.01%
18,390
-2,091
1110
$586K 0.01%
11,195
+787
1111
$585K 0.01%
15,522
+2,569
1112
$577K 0.01%
22,335
+11,200
1113
$576K 0.01%
40,850
+6,815
1114
$576K 0.01%
+43,160
1115
$574K 0.01%
12,003
+6,463
1116
$573K 0.01%
17,682
-273
1117
$573K 0.01%
974
-61
1118
$572K 0.01%
11,196
+1,570
1119
$571K 0.01%
20,860
-2,895
1120
$570K 0.01%
6,874
+154
1121
$568K 0.01%
28,184
-157
1122
$568K 0.01%
56,828
+21,473
1123
$565K 0.01%
8,084
+652
1124
$564K 0.01%
22,155
-5,525
1125
$563K 0.01%
6,330
+1,480
43 44
45
46 47