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
1801
$226K ﹤0.01%
+3,831
1802
$225K ﹤0.01%
+2,095
1803
$225K ﹤0.01%
+1,892
1804
$225K ﹤0.01%
2,270
-169
1805
$225K ﹤0.01%
+3,567
1806
$224K ﹤0.01%
+8,044
1807
$224K ﹤0.01%
+9,079
1808
$222K ﹤0.01%
+2,376
1809
$221K ﹤0.01%
5,279
-3,156
1810
$220K ﹤0.01%
+4,603
1811
$220K ﹤0.01%
8,200
1812
$219K ﹤0.01%
51,152
+505
1813
$218K ﹤0.01%
+2,987
1814
$218K ﹤0.01%
2,886
+101
1815
$218K ﹤0.01%
4,975
-667
1816
$217K ﹤0.01%
+8,790
1817
$217K ﹤0.01%
1,437
-595
1818
$217K ﹤0.01%
6,648
+197
1819
$216K ﹤0.01%
+1,042
1820
$216K ﹤0.01%
18,304
-4,144
1821
$216K ﹤0.01%
5,380
-830
1822
$216K ﹤0.01%
15,075
+230
1823
$216K ﹤0.01%
17,500
1824
$215K ﹤0.01%
+7,886
1825
$215K ﹤0.01%
20,066
+8,304