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
$35.8B
AUM Growth
+$3.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,878
New
Increased
Reduced
Closed

Top Buys

1
+$489M
2
+$227M
3
+$152M
4
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$106M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$106M

Top Sells

1
+$181M
2
+$125M
3
+$107M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$84.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$61.7M

Sector Composition

1 Technology 13.49%
2 Financials 7.61%
3 Healthcare 6.42%
4 Industrials 6.21%
5 Consumer Discretionary 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
$636K ﹤0.01%
15,895
-19,474
1802
$635K ﹤0.01%
13,891
-718
1803
$635K ﹤0.01%
38,960
-989
1804
$634K ﹤0.01%
15,451
-574
1805
$633K ﹤0.01%
696,088
-18,116
1806
$630K ﹤0.01%
48,053
-887
1807
$628K ﹤0.01%
23,671
+4,981
1808
$627K ﹤0.01%
5,450
-534
1809
$626K ﹤0.01%
20,419
-18,902
1810
$626K ﹤0.01%
18,140
+232
1811
$624K ﹤0.01%
23,962
-809
1812
$623K ﹤0.01%
8,127
+1,293
1813
$622K ﹤0.01%
24,216
+3,527
1814
$622K ﹤0.01%
14,622
+6,712
1815
$622K ﹤0.01%
+56,669
1816
$622K ﹤0.01%
+20,835
1817
$621K ﹤0.01%
8,228
-626
1818
$620K ﹤0.01%
22,642
+790
1819
$619K ﹤0.01%
26,269
-1,395
1820
$619K ﹤0.01%
+19,084
1821
$617K ﹤0.01%
13,134
-7,718
1822
$616K ﹤0.01%
31,748
-471
1823
$615K ﹤0.01%
+12,938
1824
$613K ﹤0.01%
49,617
+1,788
1825
$612K ﹤0.01%
+18,715
71 72
73
74 75