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
1701
$264K ﹤0.01%
5,630
-7,694
1702
$263K ﹤0.01%
23,501
-35,771
1703
$263K ﹤0.01%
+8,018
1704
$262K ﹤0.01%
25,601
1705
$261K ﹤0.01%
4,569
1706
$260K ﹤0.01%
4,741
-777
1707
$260K ﹤0.01%
12,601
-1,800
1708
$259K ﹤0.01%
21,287
-18,102
1709
$258K ﹤0.01%
+21,468
1710
$258K ﹤0.01%
21,663
-33,226
1711
$257K ﹤0.01%
+21,852
1712
$257K ﹤0.01%
2,100
-74
1713
$257K ﹤0.01%
+6,561
1714
$257K ﹤0.01%
12,387
-17,409
1715
$256K ﹤0.01%
54,967
+4,539
1716
$256K ﹤0.01%
+10,834
1717
$256K ﹤0.01%
6,210
-131
1718
$255K ﹤0.01%
+19,481
1719
$255K ﹤0.01%
6,353
-2,242
1720
$255K ﹤0.01%
27,065
-16,500
1721
$254K ﹤0.01%
+6,761
1722
$254K ﹤0.01%
5,500
1723
$253K ﹤0.01%
+29,259
1724
$252K ﹤0.01%
10,692
1725
$252K ﹤0.01%
+8,103
67 68
69
70 71