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
1226
$744K ﹤0.01%
3,275
-453
1227
$742K ﹤0.01%
189,715
+11,223
1228
$742K ﹤0.01%
16,630
+1,425
1229
$741K ﹤0.01%
13,624
-5,026
1230
$741K ﹤0.01%
3,465
+271
1231
$740K ﹤0.01%
25,082
-312
1232
$739K ﹤0.01%
17,594
+159
1233
$739K ﹤0.01%
28,427
+1,583
1234
$739K ﹤0.01%
6,772
+1,266
1235
$738K ﹤0.01%
16,031
-602
1236
$736K ﹤0.01%
7,994
-684
1237
$735K ﹤0.01%
32,002
-3,500
1238
$735K ﹤0.01%
26,680
+7,175
1239
$728K ﹤0.01%
38,125
-2,565
1240
$726K ﹤0.01%
11,780
+1,804
1241
$726K ﹤0.01%
20,556
+1,105
1242
$725K ﹤0.01%
14,900
-1,338
1243
$724K ﹤0.01%
6,431
-48
1244
$723K ﹤0.01%
47,793
-1,745
1245
$722K ﹤0.01%
20,792
-38
1246
$720K ﹤0.01%
39,000
1247
$719K ﹤0.01%
14,258
+259
1248
$717K ﹤0.01%
33,296
+14,067
1249
$716K ﹤0.01%
13,061
-1,466
1250
$715K ﹤0.01%
20,453
+5,461
48 49
50
51 52