Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $38.3B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.8B
AUM Growth
+$3.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,108
New
Increased
Reduced
Closed

Top Buys

1
+$152M
2
+$98.9M
3
+$90.5M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$63M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$62.2M

Top Sells

1
+$71.3M
2
+$56.3M
3
+$51.7M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$51.3M
5
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$36.4M

Sector Composition

1 Technology 10.67%
2 Healthcare 8.08%
3 Financials 6.85%
4 Industrials 5.22%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$515K ﹤0.01%
6,044
+205
1352
$514K ﹤0.01%
19,197
+358
1353
$512K ﹤0.01%
21,787
-7,703
1354
$510K ﹤0.01%
9,614
-17,471
1355
$510K ﹤0.01%
72,682
-2,168
1356
$509K ﹤0.01%
+6,966
1357
$509K ﹤0.01%
22,604
+100
1358
$509K ﹤0.01%
4,478
+2,561
1359
$508K ﹤0.01%
45,184
-415
1360
$508K ﹤0.01%
18,288
+617
1361
$508K ﹤0.01%
6,790
-2,616
1362
$507K ﹤0.01%
+13,967
1363
$506K ﹤0.01%
50,055
-10,744
1364
$504K ﹤0.01%
45,086
+13,652
1365
$502K ﹤0.01%
1,684
+110
1366
$501K ﹤0.01%
12,833
-621
1367
$501K ﹤0.01%
+19,314
1368
$501K ﹤0.01%
27,537
-176
1369
$500K ﹤0.01%
39,327
+15,551
1370
$499K ﹤0.01%
59,373
-236,052
1371
$498K ﹤0.01%
32,429
-5,017
1372
$498K ﹤0.01%
22,400
-110,211
1373
$495K ﹤0.01%
24,745
+4,830
1374
$494K ﹤0.01%
9,570
1375
$494K ﹤0.01%
9,050
+5
53 54
55
56 57