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
1326
$381K ﹤0.01%
46,924
+18,567
1327
$380K ﹤0.01%
9,834
+2,472
1328
$377K ﹤0.01%
31,803
+15,751
1329
$376K ﹤0.01%
+8,342
1330
$374K ﹤0.01%
5,549
+998
1331
$372K ﹤0.01%
31,841
+2,790
1332
$372K ﹤0.01%
17,946
+6,093
1333
$371K ﹤0.01%
40,386
+6,011
1334
$370K ﹤0.01%
10,788
+342
1335
$370K ﹤0.01%
3,949
+186
1336
$368K ﹤0.01%
+6,480
1337
$368K ﹤0.01%
5,110
-260
1338
$368K ﹤0.01%
22,350
+2,350
1339
$368K ﹤0.01%
14,290
+1,880
1340
$368K ﹤0.01%
7,062
+306
1341
$367K ﹤0.01%
24,197
-3,000
1342
$367K ﹤0.01%
21,342
1343
$365K ﹤0.01%
21,506
-2,511
1344
$363K ﹤0.01%
4,234
+54
1345
$363K ﹤0.01%
4,989
+1,133
1346
$363K ﹤0.01%
4,445
-218
1347
$363K ﹤0.01%
17,970
+4,395
1348
$362K ﹤0.01%
47,435
-52,925
1349
$362K ﹤0.01%
60,450
+8,500
1350
$360K ﹤0.01%
9,830
-560
52 53
54
55 56