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
1401
$470K ﹤0.01%
7,520
+638
1402
$463K ﹤0.01%
9,946
-12,495
1403
$463K ﹤0.01%
131,971
-15,609
1404
$463K ﹤0.01%
59,250
-808
1405
$462K ﹤0.01%
63,875
+3,710
1406
$461K ﹤0.01%
30,947
+1,146
1407
$461K ﹤0.01%
24,915
+2,200
1408
$461K ﹤0.01%
+1,425
1409
$461K ﹤0.01%
4,031
+1,845
1410
$457K ﹤0.01%
8,348
+1,348
1411
$456K ﹤0.01%
+33,789
1412
$456K ﹤0.01%
7,763
+1,078
1413
$453K ﹤0.01%
14,494
+1,504
1414
$453K ﹤0.01%
6,364
-134
1415
$451K ﹤0.01%
20,168
+9,494
1416
$450K ﹤0.01%
20,651
-19,818
1417
$449K ﹤0.01%
+8,407
1418
$449K ﹤0.01%
52,481
1419
$448K ﹤0.01%
+11,947
1420
$448K ﹤0.01%
+2,919
1421
$447K ﹤0.01%
5,346
-471
1422
$447K ﹤0.01%
18,020
-168
1423
$443K ﹤0.01%
22,870
1424
$441K ﹤0.01%
30,476
+1,257
1425
$439K ﹤0.01%
+30,203
55 56
57
58 59