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
$9.63B
AUM Growth
+$853M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,017
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.68M
3
+$8.66M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.55M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$8.32M

Top Sells

1
+$15.2M
2
+$7.17M
3
+$6.14M
4
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$6M
5
ICE icon
Intercontinental Exchange
ICE
+$5.64M

Sector Composition

1 Financials 9.08%
2 Technology 8.04%
3 Healthcare 8.02%
4 Industrials 6.78%
5 Communication Services 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
– –
-35,868
1927
– –
-7,125
1928
– –
-58,100
1929
– –
-9,659
1930
– –
-16,472
1931
– –
-10,290
1932
– –
-18,630
1933
– –
-7,500
1934
– –
-10,837
1935
– –
-4,477
1936
– –
-38,027
1937
– –
-5,155
1938
– –
-8,233
1939
– –
-32,328
1940
– –
-4,974
1941
– –
-6,360
1942
– –
-101,321
1943
– –
-8,274
1944
– –
-34,131
1945
– –
-20,536
1946
– –
-2,581
1947
– –
-4,724
1948
– –
-3,430
1949
– –
-28,764
1950
– –
-16,775
76 77
78
79 80