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
$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 10.92%
2 Healthcare 7.91%
3 Financials 6.63%
4 Industrials 5.48%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
$224K ﹤0.01%
+5,650
1852
$224K ﹤0.01%
+1,181
1853
$223K ﹤0.01%
12,174
+8,289
1854
$223K ﹤0.01%
12,262
-299
1855
$223K ﹤0.01%
15,209
-2,256
1856
$223K ﹤0.01%
+4,680
1857
$223K ﹤0.01%
19,654
-1,633
1858
$222K ﹤0.01%
9,752
-505
1859
$222K ﹤0.01%
+251
1860
$221K ﹤0.01%
+4,595
1861
$221K ﹤0.01%
6,194
+43
1862
$220K ﹤0.01%
48,353
-1,644
1863
$220K ﹤0.01%
33,804
+460
1864
$219K ﹤0.01%
25,619
+3,194
1865
$219K ﹤0.01%
+4,571
1866
$219K ﹤0.01%
8,578
-100
1867
$218K ﹤0.01%
5,605
+17
1868
$218K ﹤0.01%
+2,105
1869
$218K ﹤0.01%
1,191
-13
1870
$217K ﹤0.01%
3,688
-11,131
1871
$217K ﹤0.01%
698
+52
1872
$216K ﹤0.01%
+6,962
1873
$215K ﹤0.01%
13,757
+3,274
1874
$215K ﹤0.01%
2,802
+44
1875
$215K ﹤0.01%
12,756
+249
73 74
75
76 77