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
$8.78B
AUM Growth
+$767M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,913
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$23.3M
3
+$23.1M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$17.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$13.4M

Top Sells

1
+$22.2M
2
+$14.8M
3
+$14.5M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$11.1M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$8.63M

Sector Composition

1 Financials 8.93%
2 Healthcare 8.69%
3 Technology 7.57%
4 Industrials 6.91%
5 Communication Services 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$248K ﹤0.01%
9,250
+790
1602
$248K ﹤0.01%
1,084
+147
1603
$248K ﹤0.01%
+2,433
1604
$248K ﹤0.01%
14,245
+1,675
1605
$247K ﹤0.01%
4,463
-5
1606
$247K ﹤0.01%
11,332
+1,800
1607
$245K ﹤0.01%
+7,125
1608
$244K ﹤0.01%
2,170
-33
1609
$243K ﹤0.01%
+6,360
1610
$243K ﹤0.01%
+12,446
1611
$243K ﹤0.01%
+16,690
1612
$243K ﹤0.01%
11,171
-769
1613
$242K ﹤0.01%
6,319
+319
1614
$242K ﹤0.01%
4,496
-1,143
1615
$241K ﹤0.01%
+7,385
1616
$241K ﹤0.01%
+4,623
1617
$241K ﹤0.01%
+10,460
1618
$241K ﹤0.01%
40,379
+13,259
1619
$241K ﹤0.01%
7,808
+532
1620
$240K ﹤0.01%
10,257
+1,370
1621
$240K ﹤0.01%
+2,071
1622
$240K ﹤0.01%
4,974
-16,200
1623
$240K ﹤0.01%
7,789
-33
1624
$240K ﹤0.01%
+5,797
1625
$239K ﹤0.01%
6,709
-1
63 64
65
66 67