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
1751
$155K ﹤0.01%
10,624
+14
1752
$151K ﹤0.01%
+11,449
1753
$150K ﹤0.01%
3,817
-397
1754
$149K ﹤0.01%
12,587
+2,231
1755
$148K ﹤0.01%
10,979
1756
$148K ﹤0.01%
18,381
-6,244
1757
$147K ﹤0.01%
10,615
+237
1758
$146K ﹤0.01%
+11,863
1759
$142K ﹤0.01%
14,386
+2,148
1760
$141K ﹤0.01%
+14,500
1761
$141K ﹤0.01%
15,342
1762
$140K ﹤0.01%
26,267
+11,116
1763
$139K ﹤0.01%
+10,132
1764
$138K ﹤0.01%
13,500
1765
$138K ﹤0.01%
2,206
-90
1766
$136K ﹤0.01%
21,863
-8,000
1767
$135K ﹤0.01%
+15,150
1768
$135K ﹤0.01%
15,000
1769
$134K ﹤0.01%
+12,000
1770
$133K ﹤0.01%
48,600
+1,000
1771
$127K ﹤0.01%
12,369
-1,600
1772
$127K ﹤0.01%
58,100
+8,000
1773
$127K ﹤0.01%
+11,380
1774
$127K ﹤0.01%
+530
1775
$125K ﹤0.01%
+12,811
69 70
71
72 73