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
1726
$251K ﹤0.01%
5,342
-88
1727
$251K ﹤0.01%
10,695
-13,841
1728
$251K ﹤0.01%
+8,271
1729
$250K ﹤0.01%
+11,493
1730
$250K ﹤0.01%
+2,659
1731
$250K ﹤0.01%
3,411
+147
1732
$248K ﹤0.01%
53,895
-3,519
1733
$248K ﹤0.01%
27,800
-312
1734
$247K ﹤0.01%
6,849
-655
1735
$247K ﹤0.01%
+8,422
1736
$246K ﹤0.01%
+2,833
1737
$246K ﹤0.01%
16,455
+857
1738
$245K ﹤0.01%
18,158
+3,206
1739
$245K ﹤0.01%
62,321
-301
1740
$245K ﹤0.01%
+3,128
1741
$244K ﹤0.01%
+9,310
1742
$243K ﹤0.01%
+11,783
1743
$243K ﹤0.01%
6,151
-149
1744
$243K ﹤0.01%
+8,222
1745
$241K ﹤0.01%
+7,299
1746
$241K ﹤0.01%
4,679
-2,041
1747
$240K ﹤0.01%
+2,828
1748
$240K ﹤0.01%
2,204
-575
1749
$238K ﹤0.01%
+2,230
1750
$237K ﹤0.01%
5,173
+27
68 69
70
71 72