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
$10.4B
AUM Growth
+$463M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,100
New
Increased
Reduced
Closed

Top Buys

1 +$32.8M
2 +$22.2M
3 +$16.5M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$14.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.2M

Sector Composition

1 Financials 8.86%
2 Technology 8.7%
3 Healthcare 8.07%
4 Industrials 6.41%
5 Communication Services 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$257K ﹤0.01%
17,135
-470
1727
$256K ﹤0.01%
9,243
+218
1728
$256K ﹤0.01%
19,316
-1,117
1729
$256K ﹤0.01%
26,800
-14,931
1730
$255K ﹤0.01%
16,455
-10,342
1731
$255K ﹤0.01%
4,079
-33,447
1732
$253K ﹤0.01%
15,733
-5,407
1733
$253K ﹤0.01%
7,925
+613
1734
$252K ﹤0.01%
4,341
-10,347
1735
$252K ﹤0.01%
+5,369
1736
$252K ﹤0.01%
+1,022
1737
$252K ﹤0.01%
14,800
1738
$251K ﹤0.01%
6,479
-6,189
1739
$250K ﹤0.01%
3,975
1740
$250K ﹤0.01%
7,314
-18
1741
$249K ﹤0.01%
10,523
1742
$249K ﹤0.01%
6,933
+227
1743
$249K ﹤0.01%
9,072
+167
1744
$249K ﹤0.01%
10,124
+100
1745
$249K ﹤0.01%
+3,398
1746
$249K ﹤0.01%
+9,900
1747
$249K ﹤0.01%
4,945
-645
1748
$248K ﹤0.01%
18,971
-1,000
1749
$248K ﹤0.01%
+10,134
1750
$247K ﹤0.01%
25,734
-2,695