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
1401
$491K ﹤0.01%
47,845
-9,955
1402
$490K ﹤0.01%
10,183
-452
1403
$490K ﹤0.01%
20,400
+1,576
1404
$490K ﹤0.01%
25,396
+2,232
1405
$489K ﹤0.01%
4,926
+609
1406
$488K ﹤0.01%
+30,920
1407
$488K ﹤0.01%
36,910
-2,730
1408
$487K ﹤0.01%
8,541
+3,809
1409
$485K ﹤0.01%
17,109
+9,494
1410
$483K ﹤0.01%
9,495
+2,169
1411
$481K ﹤0.01%
8,641
+1,930
1412
$481K ﹤0.01%
8,787
+750
1413
$479K ﹤0.01%
4,869
-50
1414
$479K ﹤0.01%
4,642
-1,912
1415
$479K ﹤0.01%
457
-82
1416
$478K ﹤0.01%
4,664
1417
$478K ﹤0.01%
10,496
-3,104
1418
$477K ﹤0.01%
6,701
-515
1419
$477K ﹤0.01%
16,313
-9,252
1420
$476K ﹤0.01%
7,822
+1,080
1421
$476K ﹤0.01%
11,028
+1,765
1422
$475K ﹤0.01%
8,719
+1,110
1423
$474K ﹤0.01%
11,669
+770
1424
$473K ﹤0.01%
8,524
+492
1425
$473K ﹤0.01%
30,751
+11,983