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
1801
$249K ﹤0.01%
7,855
-1,000
1802
$247K ﹤0.01%
5,240
-102
1803
$247K ﹤0.01%
5,529
-681
1804
$247K ﹤0.01%
4,500
1805
$246K ﹤0.01%
+11,284
1806
$245K ﹤0.01%
2,247
+43
1807
$245K ﹤0.01%
9,310
1808
$244K ﹤0.01%
10,692
1809
$243K ﹤0.01%
+8,217
1810
$242K ﹤0.01%
4,089
-652
1811
$242K ﹤0.01%
7,957
-73
1812
$242K ﹤0.01%
9,280
+418
1813
$242K ﹤0.01%
33,355
+14
1814
$240K ﹤0.01%
4,450
-229
1815
$240K ﹤0.01%
+4,252
1816
$240K ﹤0.01%
26,800
-1,000
1817
$240K ﹤0.01%
7,415
-159
1818
$240K ﹤0.01%
106,332
+23,633
1819
$240K ﹤0.01%
+16,825
1820
$239K ﹤0.01%
17,661
+2,850
1821
$239K ﹤0.01%
+7,553
1822
$239K ﹤0.01%
2,443
-42
1823
$238K ﹤0.01%
3,102
-23
1824
$237K ﹤0.01%
+1,582
1825
$236K ﹤0.01%
9,666
+237
71 72
73
74 75