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
1651
$171K ﹤0.01%
67,445
+100
1652
$169K ﹤0.01%
12,245
+173
1653
$167K ﹤0.01%
27,120
-21,348
1654
$166K ﹤0.01%
11,840
1655
$166K ﹤0.01%
11,193
+1,193
1656
$164K ﹤0.01%
23,290
+486
1657
$164K ﹤0.01%
13,600
+1,600
1658
$164K ﹤0.01%
+10,286
1659
$163K ﹤0.01%
11,735
+1,543
1660
$159K ﹤0.01%
13,399
+182
1661
$158K ﹤0.01%
10,365
-5,805
1662
$158K ﹤0.01%
35,500
+5,300
1663
$158K ﹤0.01%
+16,915
1664
$155K ﹤0.01%
24,625
+10,704
1665
$153K ﹤0.01%
+10,610
1666
$152K ﹤0.01%
2,319
-700
1667
$150K ﹤0.01%
+18,923
1668
$150K ﹤0.01%
15,826
-15,975
1669
$149K ﹤0.01%
2,296
-2,658
1670
$148K ﹤0.01%
+1,399
1671
$146K ﹤0.01%
+10,979
1672
$144K ﹤0.01%
15,124
1673
$143K ﹤0.01%
+10,008
1674
$143K ﹤0.01%
+14,000
1675
$142K ﹤0.01%
+15,135
65 66
67
68 69