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
1751
$275K ﹤0.01%
+7,334
1752
$275K ﹤0.01%
4,440
-12
1753
$275K ﹤0.01%
18,614
-2,144
1754
$274K ﹤0.01%
+5,923
1755
$274K ﹤0.01%
4,885
-155
1756
$274K ﹤0.01%
14,250
-812
1757
$274K ﹤0.01%
+16,429
1758
$273K ﹤0.01%
19,834
+670
1759
$273K ﹤0.01%
3,078
+383
1760
$273K ﹤0.01%
+33,889
1761
$272K ﹤0.01%
+7,430
1762
$272K ﹤0.01%
+22,497
1763
$271K ﹤0.01%
7,978
-2,854
1764
$271K ﹤0.01%
28,891
+8,064
1765
$270K ﹤0.01%
21,999
-676
1766
$270K ﹤0.01%
19,786
+10
1767
$270K ﹤0.01%
22,700
1768
$268K ﹤0.01%
4,860
1769
$267K ﹤0.01%
12,601
+2,143
1770
$266K ﹤0.01%
6,567
-235
1771
$266K ﹤0.01%
+15,950
1772
$266K ﹤0.01%
+11,716
1773
$266K ﹤0.01%
+25,180
1774
$265K ﹤0.01%
9,270
-2,250
1775
$264K ﹤0.01%
22,943
-558
69 70
71
72 73