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
1351
$359K ﹤0.01%
11,638
+808
1352
$359K ﹤0.01%
5,778
-171
1353
$358K ﹤0.01%
24,260
+2,484
1354
$357K ﹤0.01%
27,220
+109
1355
$357K ﹤0.01%
13,599
+757
1356
$355K ﹤0.01%
14,218
+1,767
1357
$355K ﹤0.01%
105,432
+2,703
1358
$354K ﹤0.01%
26,952
-4,595
1359
$352K ﹤0.01%
6,580
-415
1360
$351K ﹤0.01%
32,062
+7,000
1361
$350K ﹤0.01%
21,864
-4,033
1362
$350K ﹤0.01%
12,243
+246
1363
$349K ﹤0.01%
+25,492
1364
$349K ﹤0.01%
35,478
+2,500
1365
$349K ﹤0.01%
20,228
+1,222
1366
$348K ﹤0.01%
+9,286
1367
$347K ﹤0.01%
4,383
+1,005
1368
$345K ﹤0.01%
13,488
-700
1369
$344K ﹤0.01%
6,432
+158
1370
$344K ﹤0.01%
+14,391
1371
$343K ﹤0.01%
+7,858
1372
$342K ﹤0.01%
8,900
+2,000
1373
$342K ﹤0.01%
10,625
-411
1374
$342K ﹤0.01%
344
+170
1375
$340K ﹤0.01%
15,969
+5,826
53 54
55
56 57