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
1451
$417K ﹤0.01%
+54,676
1452
$416K ﹤0.01%
2,097
+337
1453
$415K ﹤0.01%
23,438
+229
1454
$414K ﹤0.01%
10,188
-460
1455
$413K ﹤0.01%
6,013
-4,431
1456
$412K ﹤0.01%
21,565
+2,205
1457
$412K ﹤0.01%
10,145
+51
1458
$411K ﹤0.01%
5,162
-260
1459
$410K ﹤0.01%
14,136
+3,336
1460
$409K ﹤0.01%
13,990
+563
1461
$409K ﹤0.01%
13,099
+3,744
1462
$408K ﹤0.01%
+16,809
1463
$408K ﹤0.01%
8,499
-5,934
1464
$407K ﹤0.01%
55,504
+6,569
1465
$407K ﹤0.01%
7,043
+327
1466
$407K ﹤0.01%
35,280
-30,014
1467
$406K ﹤0.01%
11,612
+696
1468
$406K ﹤0.01%
37,774
-23,882
1469
$405K ﹤0.01%
+9,722
1470
$405K ﹤0.01%
12,037
+3,689
1471
$404K ﹤0.01%
30,063
+2,877
1472
$403K ﹤0.01%
3,304
+28
1473
$402K ﹤0.01%
7,223
+37
1474
$401K ﹤0.01%
7,492
+581
1475
$401K ﹤0.01%
23,989
-604
57 58
59
60 61