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
1201
$785K ﹤0.01%
39,922
-1,212
1202
$778K ﹤0.01%
22,688
-1,517
1203
$774K ﹤0.01%
10,185
+1,983
1204
$773K ﹤0.01%
21,855
+3,357
1205
$770K ﹤0.01%
18,234
+6,287
1206
$769K ﹤0.01%
+14,429
1207
$768K ﹤0.01%
47,164
+2,904
1208
$768K ﹤0.01%
56,944
+4,681
1209
$768K ﹤0.01%
30,591
-24,085
1210
$768K ﹤0.01%
6,186
+296
1211
$768K ﹤0.01%
62,100
+13,330
1212
$764K ﹤0.01%
29,664
-2,736
1213
$763K ﹤0.01%
79,714
+1,066
1214
$763K ﹤0.01%
9,560
-3,387
1215
$762K ﹤0.01%
62,286
+17,750
1216
$761K ﹤0.01%
22,776
+4,488
1217
$758K ﹤0.01%
3,123
+1,895
1218
$755K ﹤0.01%
+9,763
1219
$753K ﹤0.01%
+85,429
1220
$753K ﹤0.01%
+70,919
1221
$752K ﹤0.01%
9,406
-4,171
1222
$746K ﹤0.01%
42,970
+1,860
1223
$746K ﹤0.01%
24,057
+3,727
1224
$745K ﹤0.01%
18,018
+5,185
1225
$745K ﹤0.01%
4,469
-433
47 48
49
50 51