Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $38.3B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.8B
AUM Growth
+$3.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,108
New
Increased
Reduced
Closed

Top Buys

1
+$152M
2
+$98.9M
3
+$90.5M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$63M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$62.2M

Top Sells

1
+$71.3M
2
+$56.3M
3
+$51.7M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$51.3M
5
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$36.4M

Sector Composition

1 Technology 10.67%
2 Healthcare 8.08%
3 Financials 6.85%
4 Industrials 5.22%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
$215K ﹤0.01%
+9,429
1802
$214K ﹤0.01%
+3,612
1803
$213K ﹤0.01%
+2,285
1804
$213K ﹤0.01%
17,896
+229
1805
$213K ﹤0.01%
7,857
-22,715
1806
$213K ﹤0.01%
+171
1807
$212K ﹤0.01%
2,634
-58
1808
$212K ﹤0.01%
15,973
+2,412
1809
$211K ﹤0.01%
5,588
-8,758
1810
$211K ﹤0.01%
16,443
+639
1811
$211K ﹤0.01%
+91,533
1812
$211K ﹤0.01%
+12,507
1813
$210K ﹤0.01%
10,177
-3,801
1814
$209K ﹤0.01%
+5,591
1815
$209K ﹤0.01%
+5,472
1816
$208K ﹤0.01%
29,299
-53,877
1817
$208K ﹤0.01%
22,700
1818
$208K ﹤0.01%
2,734
+153
1819
$208K ﹤0.01%
+8,862
1820
$207K ﹤0.01%
+1,507
1821
$205K ﹤0.01%
+16,190
1822
$205K ﹤0.01%
+3,050
1823
$204K ﹤0.01%
+7,574
1824
$204K ﹤0.01%
+1,062
1825
$204K ﹤0.01%
+7,115
71 72
73
74 75