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 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
1501
$378K ﹤0.01%
4,841
-752
1502
$377K ﹤0.01%
40,382
-733
1503
$377K ﹤0.01%
26,918
+2,998
1504
$375K ﹤0.01%
19,776
1505
$375K ﹤0.01%
+36,447
1506
$374K ﹤0.01%
28,352
+2,597
1507
$373K ﹤0.01%
27,678
+1,583
1508
$372K ﹤0.01%
16,794
+641
1509
$372K ﹤0.01%
14,601
1510
$371K ﹤0.01%
13,447
+23
1511
$371K ﹤0.01%
5,424
-1,668
1512
$371K ﹤0.01%
8,550
-800
1513
$371K ﹤0.01%
79,004
+19
1514
$368K ﹤0.01%
30,569
1515
$367K ﹤0.01%
3,860
-2,875
1516
$366K ﹤0.01%
7,267
-7,911
1517
$364K ﹤0.01%
2,943
+318
1518
$363K ﹤0.01%
17,039
-3,411
1519
$363K ﹤0.01%
12,211
-200
1520
$362K ﹤0.01%
7,585
+186
1521
$362K ﹤0.01%
29,001
+15,018
1522
$361K ﹤0.01%
6,239
-10,726
1523
$361K ﹤0.01%
10,423
-13,289
1524
$361K ﹤0.01%
3,650
-440
1525
$360K ﹤0.01%
+6,249