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
1601
$211K ﹤0.01%
+1,360
1602
$211K ﹤0.01%
10,780
-290
1603
$210K ﹤0.01%
4,368
1604
$210K ﹤0.01%
18,917
-6,475
1605
$209K ﹤0.01%
+7,927
1606
$209K ﹤0.01%
+3,279
1607
$209K ﹤0.01%
12,018
-5,936
1608
$208K ﹤0.01%
3,863
-739
1609
$208K ﹤0.01%
27,813
+218
1610
$208K ﹤0.01%
4,111
-614
1611
$208K ﹤0.01%
126
+41
1612
$206K ﹤0.01%
+11,587
1613
$206K ﹤0.01%
4,310
-261
1614
$205K ﹤0.01%
1,214
-64
1615
$205K ﹤0.01%
+4,828
1616
$204K ﹤0.01%
+8,887
1617
$204K ﹤0.01%
+8,752
1618
$203K ﹤0.01%
+10,250
1619
$203K ﹤0.01%
6,370
-450
1620
$203K ﹤0.01%
24,250
+8,300
1621
$202K ﹤0.01%
+4,411
1622
$201K ﹤0.01%
+3,150
1623
$201K ﹤0.01%
71,800
+11,900
1624
$200K ﹤0.01%
10,000
1625
$200K ﹤0.01%
+2,685
63 64
65
66 67