Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $40.4B
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,560
New
Increased
Reduced
Closed

Top Buys

1 +$11.1M
2 +$9.28M
3 +$4.64M
4
NAVI icon
Navient
NAVI
+$4.6M
5
FXG icon
First Trust Consumer Staples AlphaDEX Fund
FXG
+$4.38M

Top Sells

1 +$8.89M
2 +$7.79M
3 +$5.7M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$3.93M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$3.76M

Sector Composition

1 Healthcare 7.12%
2 Financials 6.66%
3 Technology 6.03%
4 Industrials 5.52%
5 Energy 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
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1452
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1453
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1454
-7,175
1455
-27,086
1456
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1457
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1458
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1459
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1460
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1461
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1462
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1463
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1464
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1465
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1466
-8,791
1467
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1468
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1469
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1470
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1471
-23,250
1472
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1473
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1474
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1475
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