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
$8.01B
AUM Growth
+$497M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,861
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$17.4M
3
+$15.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$13.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.61M

Top Sells

1
+$7.62M
2
+$7.41M
3
+$6.47M
4
GE icon
GE Aerospace
GE
+$5.79M
5
ETP
Energy Transfer Partners L.p.
ETP
+$5.64M

Sector Composition

1 Financials 9%
2 Healthcare 8.86%
3 Technology 7.49%
4 Industrials 6.82%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$274K ﹤0.01%
2,777
+151
1477
$274K ﹤0.01%
3,927
-27,083
1478
$274K ﹤0.01%
7,125
1479
$273K ﹤0.01%
12,445
-51,650
1480
$273K ﹤0.01%
18,340
+7,725
1481
$273K ﹤0.01%
8,833
-1,945
1482
$273K ﹤0.01%
40,440
-36,500
1483
$272K ﹤0.01%
4,544
-5,774
1484
$271K ﹤0.01%
3,130
1485
$271K ﹤0.01%
3,373
-195
1486
$271K ﹤0.01%
+7,983
1487
$271K ﹤0.01%
8,072
-3,061
1488
$270K ﹤0.01%
11,093
+902
1489
$269K ﹤0.01%
8,363
+488
1490
$269K ﹤0.01%
19,626
+5,418
1491
$269K ﹤0.01%
18,453
-4,456
1492
$268K ﹤0.01%
+6,609
1493
$268K ﹤0.01%
20,015
+255
1494
$267K ﹤0.01%
30,748
+4,696
1495
$267K ﹤0.01%
11,940
+2,971
1496
$267K ﹤0.01%
10,409
+1,754
1497
$266K ﹤0.01%
444
1498
$266K ﹤0.01%
1,595
-95
1499
$263K ﹤0.01%
3,642
+30
1500
$263K ﹤0.01%
475
-257
58 59
60
61 62