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 Buys

1
+$152M
2
+$98.9M
3
+$90.5M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$63M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$62.2M

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
1276
$600K ﹤0.01%
15,466
+4,228
1277
$599K ﹤0.01%
14,680
-300
1278
$598K ﹤0.01%
77,606
-3,669
1279
$596K ﹤0.01%
9,563
+1,990
1280
$595K ﹤0.01%
11,475
-5,161
1281
$592K ﹤0.01%
21,149
+181
1282
$592K ﹤0.01%
42,906
+589
1283
$590K ﹤0.01%
8,540
+94
1284
$589K ﹤0.01%
32,561
+14,774
1285
$589K ﹤0.01%
20,830
-74,520
1286
$588K ﹤0.01%
46,009
+11,711
1287
$588K ﹤0.01%
13,999
+1,401
1288
$582K ﹤0.01%
5,420
-465
1289
$581K ﹤0.01%
+48,770
1290
$580K ﹤0.01%
13,836
+395
1291
$579K ﹤0.01%
3,746
-714
1292
$575K ﹤0.01%
12,830
+175
1293
$574K ﹤0.01%
14,818
+6,020
1294
$573K ﹤0.01%
+16,633
1295
$572K ﹤0.01%
4,603
-602
1296
$571K ﹤0.01%
5,161
-640
1297
$570K ﹤0.01%
32,506
+9,235
1298
$570K ﹤0.01%
18,188
-8,086
1299
$570K ﹤0.01%
15,798
+721
1300
$569K ﹤0.01%
3,389
+374
50 51
52
53 54