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
$17.5B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,174
New
Increased
Reduced
Closed

Top Buys

1
+$73.1M
2
+$61.9M
3
+$25.3M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$23M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$22.8M

Top Sells

1
+$57.1M
2
+$25.6M
3
+$21.8M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$19.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.7M

Sector Composition

1 Technology 10.91%
2 Healthcare 7.91%
3 Financials 6.63%
4 Industrials 5.5%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$520K ﹤0.01%
35,801
+8,883
1402
$519K ﹤0.01%
6,431
-359
1403
$518K ﹤0.01%
13,395
+565
1404
$517K ﹤0.01%
10,673
+1,613
1405
$514K ﹤0.01%
90,302
-350
1406
$513K ﹤0.01%
10,682
-518
1407
$512K ﹤0.01%
48,668
-1,387
1408
$512K ﹤0.01%
25,341
+9,771
1409
$511K ﹤0.01%
18,045
1410
$511K ﹤0.01%
39,907
+10,906
1411
$511K ﹤0.01%
5,860
-184
1412
$511K ﹤0.01%
29,142
-1,215
1413
$509K ﹤0.01%
19,252
+658
1414
$508K ﹤0.01%
2,278
-554
1415
$505K ﹤0.01%
16,755
+2,698
1416
$505K ﹤0.01%
10,341
-183
1417
$503K ﹤0.01%
31,049
+102
1418
$502K ﹤0.01%
10,842
-1,348
1419
$502K ﹤0.01%
14,671
-3,507
1420
$501K ﹤0.01%
6,118
-246
1421
$498K ﹤0.01%
21,789
-108
1422
$497K ﹤0.01%
83,108
-5,444
1423
$497K ﹤0.01%
8,027
-679
1424
$497K ﹤0.01%
11,748
+2
1425
$495K ﹤0.01%
10,117
+395
55 56
57
58 59