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
$15.8B
AUM Growth
+$3.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,108
New
Increased
Reduced
Closed

Top Sells

1 +$71.3M
2 +$56.3M
3 +$51.7M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$51.3M
5
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$36.4M

Sector Composition

1 Technology 10.67%
2 Healthcare 8.08%
3 Financials 6.85%
4 Industrials 5.22%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1926
$103K ﹤0.01%
+18,789
1927
$102K ﹤0.01%
+17,855
1928
$100K ﹤0.01%
16,314
-433
1929
$99K ﹤0.01%
28,987
-2,550
1930
$99K ﹤0.01%
18,052
1931
$96K ﹤0.01%
35,272
-10,248
1932
$96K ﹤0.01%
10,286
-343
1933
$93K ﹤0.01%
14,025
+24
1934
$92K ﹤0.01%
22,577
1935
$91K ﹤0.01%
10,200
-960
1936
$91K ﹤0.01%
22,000
1937
$90K ﹤0.01%
+14,270
1938
$86K ﹤0.01%
+16,923
1939
$86K ﹤0.01%
10,136
-1,014
1940
$82K ﹤0.01%
+14,083
1941
$80K ﹤0.01%
3,404
1942
$75K ﹤0.01%
10,500
-15,000
1943
$75K ﹤0.01%
15,000
1944
$72K ﹤0.01%
3,885
+368
1945
$71K ﹤0.01%
15,697
-2,018
1946
$70K ﹤0.01%
13,300
-550
1947
$70K ﹤0.01%
17,141
-9,473
1948
$69K ﹤0.01%
5,148
+409
1949
$66K ﹤0.01%
12,441
1950
$66K ﹤0.01%
5,780
-300