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
$35.8B
AUM Growth
+$3.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,878
New
Increased
Reduced
Closed

Top Buys

1
+$489M
2
+$227M
3
+$152M
4
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$106M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$106M

Top Sells

1
+$181M
2
+$125M
3
+$107M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$84.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$61.7M

Sector Composition

1 Technology 13.49%
2 Financials 7.61%
3 Healthcare 6.42%
4 Industrials 6.21%
5 Consumer Discretionary 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$867K ﹤0.01%
3,151
-6
1602
$867K ﹤0.01%
18,385
-1,600
1603
$866K ﹤0.01%
+19,249
1604
$865K ﹤0.01%
2,509
+72
1605
$863K ﹤0.01%
35,918
+23,714
1606
$861K ﹤0.01%
51,155
+3,912
1607
$861K ﹤0.01%
+3,183
1608
$861K ﹤0.01%
19,055
-73
1609
$860K ﹤0.01%
+46,002
1610
$858K ﹤0.01%
6,580
+2,783
1611
$858K ﹤0.01%
+82,120
1612
$855K ﹤0.01%
+23,628
1613
$855K ﹤0.01%
13,469
-668
1614
$853K ﹤0.01%
12,767
+756
1615
$851K ﹤0.01%
13,574
-344
1616
$847K ﹤0.01%
10,110
+711
1617
$847K ﹤0.01%
63,291
+46,176
1618
$846K ﹤0.01%
48,200
-43,400
1619
$845K ﹤0.01%
57,493
-7,370
1620
$841K ﹤0.01%
7,985
+590
1621
$840K ﹤0.01%
28,902
+2,792
1622
$838K ﹤0.01%
19,225
-366
1623
$837K ﹤0.01%
29,841
+13,361
1624
$837K ﹤0.01%
13,421
+8,938
1625
$836K ﹤0.01%
36,014
-1,233
63 64
65
66 67