Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $38.3B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.8B
AUM Growth
+$3.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,108
New
Increased
Reduced
Closed

Top Buys

1
+$152M
2
+$98.9M
3
+$90.5M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$63M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$62.2M

Top Sells

1
+$71.3M
2
+$56.3M
3
+$51.7M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$51.3M
5
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$36.4M

Sector Composition

1 Technology 10.67%
2 Healthcare 8.08%
3 Financials 6.85%
4 Industrials 5.22%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
$303K ﹤0.01%
15,278
+5,194
1627
$303K ﹤0.01%
9,995
-126
1628
$301K ﹤0.01%
12,619
-462
1629
$301K ﹤0.01%
16,326
+1,233
1630
$301K ﹤0.01%
8,190
-140
1631
$301K ﹤0.01%
6,322
+1,394
1632
$301K ﹤0.01%
1,195
+102
1633
$301K ﹤0.01%
4,690
+475
1634
$300K ﹤0.01%
2,678
+1
1635
$300K ﹤0.01%
+3,868
1636
$299K ﹤0.01%
2,121
-80
1637
$299K ﹤0.01%
4,500
1638
$298K ﹤0.01%
15,570
-10,486
1639
$297K ﹤0.01%
14,056
+1,054
1640
$296K ﹤0.01%
22,675
-5,196
1641
$296K ﹤0.01%
19,089
-20,208
1642
$295K ﹤0.01%
5,334
-1,838
1643
$294K ﹤0.01%
52,028
1644
$294K ﹤0.01%
7,695
-965
1645
$294K ﹤0.01%
4,452
1646
$293K ﹤0.01%
+2,013
1647
$292K ﹤0.01%
19,652
-10,781
1648
$291K ﹤0.01%
1,803
-52
1649
$291K ﹤0.01%
12,716
-3,215
1650
$291K ﹤0.01%
+3,876
64 65
66
67 68