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
1526
$251K ﹤0.01%
38,139
-62,082
1527
$250K ﹤0.01%
1,449
-158
1528
$250K ﹤0.01%
1,783
-553
1529
$249K ﹤0.01%
4,214
+753
1530
$248K ﹤0.01%
4,820
+425
1531
$248K ﹤0.01%
10,150
+100
1532
$246K ﹤0.01%
4,356
-719
1533
$246K ﹤0.01%
3,731
-1,046
1534
$246K ﹤0.01%
2,454
1535
$246K ﹤0.01%
5,059
+193
1536
$245K ﹤0.01%
8,921
+245
1537
$244K ﹤0.01%
38,607
+3,558
1538
$244K ﹤0.01%
7,354
-224
1539
$242K ﹤0.01%
18,302
+2,410
1540
$241K ﹤0.01%
422
1541
$241K ﹤0.01%
5,015
+565
1542
$241K ﹤0.01%
3,638
-143
1543
$239K ﹤0.01%
937
+42
1544
$239K ﹤0.01%
+4,393
1545
$239K ﹤0.01%
+8,096
1546
$239K ﹤0.01%
54,379
+2,023
1547
$237K ﹤0.01%
+10,924
1548
$236K ﹤0.01%
5,885
-148
1549
$236K ﹤0.01%
11,006
-2,026
1550
$234K ﹤0.01%
4,468
+97
60 61
62
63 64