Janney Montgomery Scott Portfolio holdings
AUM
$38.3B
1-Year Return
17.21%
This Quarter Return
-16.82%
1 Year Return
+17.21%
3 Year Return
+61.5%
5 Year Return
+102%
10 Year Return
+211.19%
AUM
$12.6B
AUM Growth
-$2.59B
(-17%)
Cap. Flow
+$295M
Cap. Flow
% of AUM
2.33%
Top 10 Holdings %
Top 10 Hldgs %
16%
Holding
2,178
New
123
Increased
856
Reduced
848
Closed
308
Top Buys
| 1 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$60.8M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$57.4M |
| 3 |
Industrial Select Sector SPDR Fund
XLI
|
$56M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$54.1M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$47M |
Top Sells
Sector Composition
| 1 | Technology | 9.74% |
| 2 | Healthcare | 8.33% |
| 3 | Financials | 7.11% |
| 4 | Industrials | 5.09% |
| 5 | Consumer Staples | 4.79% |
