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
$10.4B
AUM Growth
+$463M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,100
New
Increased
Reduced
Closed

Top Buys

1 +$32.8M
2 +$22.2M
3 +$16.5M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$14.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.2M

Sector Composition

1 Financials 8.86%
2 Technology 8.7%
3 Healthcare 8.07%
4 Industrials 6.41%
5 Communication Services 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
$316K ﹤0.01%
16,802
+5,152
1627
$316K ﹤0.01%
5,145
-1,780
1628
$315K ﹤0.01%
7,296
+1,015
1629
$315K ﹤0.01%
2,493
-6
1630
$314K ﹤0.01%
20,224
-252
1631
$314K ﹤0.01%
4,973
+188
1632
$314K ﹤0.01%
8,449
-202
1633
$313K ﹤0.01%
46,778
1634
$312K ﹤0.01%
9,015
+455
1635
$311K ﹤0.01%
46,600
-2,000
1636
$310K ﹤0.01%
6,756
-1,574
1637
$309K ﹤0.01%
+6,769
1638
$309K ﹤0.01%
2,260
-455
1639
$309K ﹤0.01%
18,165
+1,770
1640
$308K ﹤0.01%
4,284
+1,525
1641
$308K ﹤0.01%
12,850
+2,174
1642
$304K ﹤0.01%
8,184
+888
1643
$302K ﹤0.01%
11,266
-1,114
1644
$302K ﹤0.01%
14,945
-12,631
1645
$301K ﹤0.01%
3,002
-70
1646
$301K ﹤0.01%
7,493
+163
1647
$300K ﹤0.01%
6,100
-450
1648
$300K ﹤0.01%
2,248
+151
1649
$299K ﹤0.01%
2,966
-1,349
1650
$299K ﹤0.01%
15,400
+4,025