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
1501
$262K ﹤0.01%
10,764
+563
1502
$262K ﹤0.01%
9,176
-78
1503
$262K ﹤0.01%
15,040
+320
1504
$262K ﹤0.01%
5,200
-2,500
1505
$261K ﹤0.01%
6,999
-200
1506
$261K ﹤0.01%
22,949
+1,922
1507
$261K ﹤0.01%
+6,482
1508
$261K ﹤0.01%
57,129
+9,485
1509
$260K ﹤0.01%
15,026
-4,547
1510
$260K ﹤0.01%
4,104
-3,168
1511
$260K ﹤0.01%
7,079
-14,060
1512
$259K ﹤0.01%
6,000
-14
1513
$259K ﹤0.01%
26,044
+1,310
1514
$258K ﹤0.01%
+2,203
1515
$257K ﹤0.01%
2,999
+166
1516
$256K ﹤0.01%
5,350
+350
1517
$256K ﹤0.01%
+3,280
1518
$256K ﹤0.01%
4,224
+416
1519
$255K ﹤0.01%
16,740
+700
1520
$254K ﹤0.01%
12,920
+435
1521
$253K ﹤0.01%
9,096
-426
1522
$253K ﹤0.01%
+7,822
1523
$253K ﹤0.01%
19,556
-15,190
1524
$252K ﹤0.01%
16,406
-18,893
1525
$252K ﹤0.01%
10,000
59 60
61
62 63