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
1751
$247K ﹤0.01%
+10,897
1752
$246K ﹤0.01%
8,665
+798
1753
$246K ﹤0.01%
+7,608
1754
$246K ﹤0.01%
19,564
+316
1755
$245K ﹤0.01%
8,799
1756
$245K ﹤0.01%
+3,283
1757
$244K ﹤0.01%
8,186
-751
1758
$244K ﹤0.01%
9,558
1759
$244K ﹤0.01%
9,750
-200
1760
$243K ﹤0.01%
2,508
-148
1761
$242K ﹤0.01%
+5,621
1762
$241K ﹤0.01%
18,089
-10,370
1763
$241K ﹤0.01%
4,827
+50
1764
$240K ﹤0.01%
+8,376
1765
$240K ﹤0.01%
41,695
1766
$240K ﹤0.01%
7,754
-5,467
1767
$239K ﹤0.01%
31,540
+2,750
1768
$239K ﹤0.01%
4,734
-25,000
1769
$239K ﹤0.01%
1,090
+112
1770
$239K ﹤0.01%
3,050
1771
$239K ﹤0.01%
+591
1772
$239K ﹤0.01%
+2,301
1773
$238K ﹤0.01%
2,897
+210
1774
$237K ﹤0.01%
+8,607
1775
$236K ﹤0.01%
6,170
-700