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 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
1126
$828K 0.01%
+21,563
1127
$827K 0.01%
38,500
+9,996
1128
$825K 0.01%
32,677
-27,285
1129
$825K 0.01%
3,252
-2,335
1130
$821K 0.01%
+9,133
1131
$820K 0.01%
15,717
+2,280
1132
$819K 0.01%
11,107
-275
1133
$819K 0.01%
55,046
-18,562
1134
$818K 0.01%
143,017
+72,405
1135
$816K 0.01%
60,097
+13,525
1136
$815K 0.01%
16,860
+2,918
1137
$814K 0.01%
17,130
-982
1138
$814K 0.01%
15,614
+10,550
1139
$813K 0.01%
21,069
+2,735
1140
$811K 0.01%
+712
1141
$809K 0.01%
28,257
+4,835
1142
$806K 0.01%
31,576
+2,950
1143
$806K 0.01%
53,791
+23,796
1144
$805K 0.01%
32,400
-3,212
1145
$802K 0.01%
57,768
+6,483
1146
$802K 0.01%
10,490
+874
1147
$801K 0.01%
46,688
-3,603
1148
$800K 0.01%
72,717
-5,275
1149
$799K 0.01%
3,708
-2,538
1150
$797K 0.01%
30,735
-11,950