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
1301
$654K ﹤0.01%
8,273
-409
1302
$654K ﹤0.01%
8,622
-358
1303
$652K ﹤0.01%
10,724
+579
1304
$651K ﹤0.01%
+21,340
1305
$651K ﹤0.01%
3,326
-205
1306
$650K ﹤0.01%
20,124
+11,809
1307
$649K ﹤0.01%
11,965
+5,861
1308
$647K ﹤0.01%
203,600
+6,250
1309
$646K ﹤0.01%
15,743
-23,032
1310
$644K ﹤0.01%
69,055
+28,725
1311
$640K ﹤0.01%
+29,952
1312
$638K ﹤0.01%
7,381
-741
1313
$636K ﹤0.01%
42,022
+11,819
1314
$635K ﹤0.01%
10,875
+1,261
1315
$635K ﹤0.01%
23,070
-2,833
1316
$634K ﹤0.01%
33,408
+1,441
1317
$634K ﹤0.01%
17,751
+2,933
1318
$631K ﹤0.01%
17,966
-23
1319
$630K ﹤0.01%
6,204
+1,404
1320
$629K ﹤0.01%
14,680
1321
$629K ﹤0.01%
23,250
+51
1322
$627K ﹤0.01%
31,376
-290
1323
$627K ﹤0.01%
46,616
-3,568
1324
$626K ﹤0.01%
10,817
+5,233
1325
$626K ﹤0.01%
51,257
+10,501
51 52
53
54 55