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
$10.4B
AUM Growth
+$463M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,100
New
Increased
Reduced
Closed

Top Buys

1 +$32.8M
2 +$22.2M
3 +$16.5M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$14.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.2M

Sector Composition

1 Financials 8.86%
2 Technology 8.7%
3 Healthcare 8.07%
4 Industrials 6.41%
5 Communication Services 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1901
$157K ﹤0.01%
11,028
-150
1902
$155K ﹤0.01%
17,342
1903
$153K ﹤0.01%
19,005
-401
1904
$151K ﹤0.01%
32,286
-6,245
1905
$150K ﹤0.01%
1,927
-17,675
1906
$150K ﹤0.01%
+18,427
1907
$147K ﹤0.01%
12,171
+1,332
1908
$145K ﹤0.01%
1,153
1909
$145K ﹤0.01%
18,490
1910
$144K ﹤0.01%
11,601
-1,504
1911
$144K ﹤0.01%
19,300
+7,300
1912
$140K ﹤0.01%
12,856
+1,850
1913
$139K ﹤0.01%
10,000
1914
$138K ﹤0.01%
+10,915
1915
$137K ﹤0.01%
24,420
-255
1916
$134K ﹤0.01%
35,765
-47,150
1917
$133K ﹤0.01%
10,453
+111
1918
$133K ﹤0.01%
14,069
-5,870
1919
$132K ﹤0.01%
27,471
+10,169
1920
$132K ﹤0.01%
25,434
-18,868
1921
$131K ﹤0.01%
14,570
-295
1922
$130K ﹤0.01%
20,449
-14,515
1923
$129K ﹤0.01%
10,329
-600
1924
$129K ﹤0.01%
11,100
-1,506
1925
$125K ﹤0.01%
+11,745