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
$10.4B
AUM Growth
+$463M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,100
New
Increased
Reduced
Closed

Top Buys

1 +$32.8M
2 +$22.2M
3 +$16.5M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$14.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.2M

Sector Composition

1 Financials 8.86%
2 Technology 8.7%
3 Healthcare 8.07%
4 Industrials 6.41%
5 Communication Services 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$551K 0.01%
18,892
+2,637
1327
$549K 0.01%
8,683
+387
1328
$548K 0.01%
6,174
-275
1329
$547K 0.01%
13,895
-18,607
1330
$546K 0.01%
26,400
+1,800
1331
$545K 0.01%
10,188
+150
1332
$545K 0.01%
16,855
-810
1333
$545K 0.01%
2,454
+148
1334
$544K 0.01%
32,582
+274
1335
$544K 0.01%
45,344
-47
1336
$544K 0.01%
162,450
-1,500
1337
$542K 0.01%
41,351
+5,170
1338
$541K 0.01%
22,002
-600
1339
$541K 0.01%
9,056
+2,521
1340
$540K 0.01%
14,525
+786
1341
$539K 0.01%
84,825
+12,700
1342
$539K 0.01%
41,401
-2,832
1343
$538K 0.01%
26,071
-46,119
1344
$534K 0.01%
17,639
+1,835
1345
$532K 0.01%
9,915
-3,690
1346
$531K 0.01%
3,795
+709
1347
$530K 0.01%
8,114
-197
1348
$529K 0.01%
26,464
+8,002
1349
$529K 0.01%
7,443
+218
1350
$529K 0.01%
34,570
-295