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
1151
$531K 0.01%
39,677
+1,422
1152
$531K 0.01%
20,211
+2,154
1153
$529K 0.01%
10,021
+338
1154
$526K 0.01%
4,962
-1,832
1155
$526K 0.01%
28,441
+6,694
1156
$526K 0.01%
21,176
+4,792
1157
$526K 0.01%
15,185
+2,879
1158
$524K 0.01%
8,282
+400
1159
$523K 0.01%
11,930
-3,745
1160
$522K 0.01%
5,725
+272
1161
$521K 0.01%
7,025
+1,188
1162
$519K 0.01%
40,300
-12,900
1163
$518K 0.01%
7,540
+1,556
1164
$516K 0.01%
5,726
+791
1165
$515K 0.01%
10,336
-614
1166
$514K 0.01%
9,095
+3,172
1167
$514K 0.01%
8,303
-671
1168
$513K 0.01%
27,796
+1,052
1169
$510K 0.01%
+7,363
1170
$509K 0.01%
+20,737
1171
$505K 0.01%
33,873
-9,039
1172
$504K 0.01%
20,422
+3,550
1173
$502K 0.01%
+20,709
1174
$501K 0.01%
13,683
-67
1175
$499K 0.01%
32,951
+1,809
45 46
47
48 49