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
$5B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,559
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$8.45M
3
+$4.98M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$4.59M
5
FXG icon
First Trust Consumer Staples AlphaDEX Fund
FXG
+$4.55M

Top Sells

1
+$8.53M
2
+$8.45M
3
+$7.39M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$3.78M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$3.68M

Sector Composition

1 Healthcare 7.12%
2 Financials 6.66%
3 Technology 6.07%
4 Industrials 5.47%
5 Energy 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.77M 0.1%
56,466
+2,326
152
$4.71M 0.09%
62,190
+4,218
153
$4.69M 0.09%
114,270
+22,107
154
$4.68M 0.09%
52,269
-3,781
155
$4.66M 0.09%
6,820
+189
156
$4.61M 0.09%
191,653
-14,802
157
$4.59M 0.09%
+98,311
158
$4.58M 0.09%
232,873
-5,733
159
$4.57M 0.09%
48,272
+1,026
160
$4.52M 0.09%
50,576
+1,596
161
$4.51M 0.09%
42,348
+532
162
$4.46M 0.09%
68,556
-16,257
163
$4.45M 0.09%
30,887
+274
164
$4.39M 0.09%
53,308
+249
165
$4.39M 0.09%
43,427
+5,134
166
$4.38M 0.09%
94,749
+4,545
167
$4.35M 0.09%
88,349
+6,187
168
$4.32M 0.09%
258,722
-2,512
169
$4.32M 0.09%
38,530
+8,659
170
$4.26M 0.09%
176,446
+75,124
171
$4.24M 0.08%
103,458
+4,964
172
$4.22M 0.08%
107,196
+30,563
173
$4.19M 0.08%
40,092
+21,026
174
$4.15M 0.08%
80,879
+630
175
$4.09M 0.08%
39,302
+22,553
5 6
7
8 9