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
$17.5B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,174
New
Increased
Reduced
Closed

Top Buys

1
+$73.1M
2
+$61.9M
3
+$25.3M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$23M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$22.8M

Top Sells

1
+$57.1M
2
+$25.6M
3
+$21.8M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$19.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.7M

Sector Composition

1 Technology 10.91%
2 Healthcare 7.91%
3 Financials 6.63%
4 Industrials 5.5%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
$285K ﹤0.01%
4,479
+340
1727
$285K ﹤0.01%
2,271
+40
1728
$285K ﹤0.01%
9,954
+920
1729
$285K ﹤0.01%
18,131
-668
1730
$285K ﹤0.01%
5,577
-53
1731
$284K ﹤0.01%
5,591
-317
1732
$284K ﹤0.01%
8,686
-1,071
1733
$284K ﹤0.01%
+10,501
1734
$284K ﹤0.01%
10,577
+1,659
1735
$283K ﹤0.01%
+16,747
1736
$282K ﹤0.01%
5,054
-280
1737
$281K ﹤0.01%
13,132
-924
1738
$281K ﹤0.01%
743
+61
1739
$280K ﹤0.01%
11,799
-1,261
1740
$280K ﹤0.01%
+15,541
1741
$280K ﹤0.01%
12,178
-2,212
1742
$280K ﹤0.01%
9,274
+852
1743
$280K ﹤0.01%
2,612
-371
1744
$279K ﹤0.01%
8,104
-282
1745
$279K ﹤0.01%
30,330
+18,012
1746
$278K ﹤0.01%
+5,327
1747
$277K ﹤0.01%
9,722
-3,377
1748
$276K ﹤0.01%
4,950
1749
$276K ﹤0.01%
10,600
1750
$275K ﹤0.01%
198,100
-4,500
68 69
70
71 72