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Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $40.4B
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.6B
AUM Growth
-$2.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,178
New
Increased
Reduced
Closed

Top Buys

1
+$72M
2
+$71.5M
3
+$71.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$61.3M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$55.5M

Top Sells

1
+$81M
2
+$66.8M
3
+$48.2M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$39.7M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$37.9M

Sector Composition

1 Technology 9.74%
2 Healthcare 8.33%
3 Financials 7.11%
4 Industrials 5.1%
5 Consumer Staples 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
– –
-20,101
1877
– –
-5,384
1878
– –
-7,694
1879
– –
-52,909
1880
– –
-5,070
1881
– –
-8,615
1882
– –
-4,746
1883
– –
-10,333
1884
– –
-11,406
1885
– –
-6,978
1886
– –
-2,304
1887
– –
-14,459
1888
– –
-7,773
1889
– –
-8,600
1890
– –
-16,678
1891
– –
-2,951
1892
– –
-9,392
1893
– –
-2,686
1894
– –
-18,007
1895
– –
-12,566
1896
– –
-16,406
1897
– –
-751
1898
– –
-4,890
1899
– –
-11,911
1900
– –
-12,757
74 75
76
77 78