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
1101
$975K 0.01%
31,625
+394
1102
$972K 0.01%
18,662
-2,407
1103
$967K 0.01%
15,408
-722
1104
$966K 0.01%
15,258
+548
1105
$965K 0.01%
19,408
+9,220
1106
$965K 0.01%
129,584
+22,363
1107
$961K 0.01%
90,103
+14,600
1108
$956K 0.01%
20,725
+585
1109
$955K 0.01%
59,176
-388
1110
$954K 0.01%
48,685
+854
1111
$949K 0.01%
41,370
1112
$948K 0.01%
60,366
+5,320
1113
$947K 0.01%
20,297
+1,622
1114
$945K 0.01%
12,573
+1,364
1115
$944K 0.01%
26,579
+54
1116
$944K 0.01%
68,460
-1,166
1117
$942K 0.01%
21,995
-11,288
1118
$935K 0.01%
10,306
+175
1119
$935K 0.01%
41,721
+3,221
1120
$934K 0.01%
+6,255
1121
$932K 0.01%
23,439
+1
1122
$929K 0.01%
5,624
-608
1123
$926K 0.01%
17,603
+3,362
1124
$925K 0.01%
25,055
+380
1125
$921K 0.01%
+17,064
43 44
45
46 47