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
$8.78B
AUM Growth
+$767M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,913
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$23.3M
3
+$23.1M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$17.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$13.4M

Top Sells

1
+$22.2M
2
+$14.8M
3
+$14.5M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$11.1M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$8.63M

Sector Composition

1 Financials 8.93%
2 Healthcare 8.69%
3 Technology 7.57%
4 Industrials 6.91%
5 Communication Services 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
$181K ﹤0.01%
7,343
-1,712
1727
$176K ﹤0.01%
13,275
-325
1728
$174K ﹤0.01%
70,045
+2,600
1729
$174K ﹤0.01%
23,250
+250
1730
$174K ﹤0.01%
10,216
-70
1731
$173K ﹤0.01%
11,528
-150
1732
$173K ﹤0.01%
+11,775
1733
$172K ﹤0.01%
36,348
-5,000
1734
$171K ﹤0.01%
41,433
-500
1735
$169K ﹤0.01%
11,840
1736
$167K ﹤0.01%
+2,631
1737
$166K ﹤0.01%
14,000
-1,000
1738
$166K ﹤0.01%
19,712
-19,729
1739
$165K ﹤0.01%
10,879
+871
1740
$165K ﹤0.01%
11,748
+13
1741
$164K ﹤0.01%
31,335
-2,000
1742
$163K ﹤0.01%
+17,500
1743
$163K ﹤0.01%
17,297
+382
1744
$162K ﹤0.01%
2,630
+311
1745
$160K ﹤0.01%
12,000
1746
$160K ﹤0.01%
54,098
-17,702
1747
$158K ﹤0.01%
18
+2
1748
$158K ﹤0.01%
10,659
-820
1749
$156K ﹤0.01%
+12,106
1750
$155K ﹤0.01%
+10,040
68 69
70
71 72