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
1901
$207K ﹤0.01%
21,946
+3,029
1902
$207K ﹤0.01%
14,072
+378
1903
$207K ﹤0.01%
+6,107
1904
$207K ﹤0.01%
+4,121
1905
$206K ﹤0.01%
+14,796
1906
$205K ﹤0.01%
+9,100
1907
$205K ﹤0.01%
+10,310
1908
$203K ﹤0.01%
3,381
-1,781
1909
$203K ﹤0.01%
+5,467
1910
$203K ﹤0.01%
19,570
-2,093
1911
$202K ﹤0.01%
17,979
-5,810
1912
$201K ﹤0.01%
12,983
+2,893
1913
$201K ﹤0.01%
2,971
-400
1914
$200K ﹤0.01%
8,156
-1,654
1915
$198K ﹤0.01%
27,813
+13,543
1916
$197K ﹤0.01%
24,162
-193
1917
$197K ﹤0.01%
15,667
+1,266
1918
$196K ﹤0.01%
14,642
-30,258
1919
$194K ﹤0.01%
1,395
-30
1920
$194K ﹤0.01%
53,874
-21
1921
$193K ﹤0.01%
28,479
-595
1922
$193K ﹤0.01%
16,136
-663
1923
$191K ﹤0.01%
+13,770
1924
$191K ﹤0.01%
48,336
+10,017
1925
$188K ﹤0.01%
12,407
-7
75 76
77
78 79