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
1301
$403K 0.01%
79,423
-2,500
1302
$403K 0.01%
8,359
+249
1303
$403K 0.01%
6,775
+800
1304
$403K 0.01%
16,080
+6,595
1305
$401K 0.01%
5,182
+2,259
1306
$400K 0.01%
7,773
+1,777
1307
$399K 0.01%
18,473
-3,550
1308
$399K 0.01%
10,494
+922
1309
$399K 0.01%
7,413
-13,708
1310
$398K 0.01%
38,261
+8,771
1311
$398K 0.01%
26,687
+3,712
1312
$398K 0.01%
26,470
+1,285
1313
$395K ﹤0.01%
12,985
+1,715
1314
$394K ﹤0.01%
9,260
-3
1315
$394K ﹤0.01%
9,694
1316
$392K ﹤0.01%
+36,190
1317
$391K ﹤0.01%
14,198
+750
1318
$390K ﹤0.01%
34,608
+1,728
1319
$386K ﹤0.01%
6,170
+190
1320
$385K ﹤0.01%
27,571
+1,250
1321
$385K ﹤0.01%
24,950
1322
$384K ﹤0.01%
18,415
+2,852
1323
$383K ﹤0.01%
15,424
+6,070
1324
$383K ﹤0.01%
7,325
+550
1325
$381K ﹤0.01%
28,337
+3,608
51 52
53
54 55