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 8.05%
3 Healthcare 8.02%
4 Industrials 6.78%
5 Communication Services 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-8,233
1952
– –
-32,328
1953
– –
-4,974
1954
– –
-6,360
1955
– –
-101,321
1956
– –
-8,274
1957
– –
-34,131
1958
– –
-20,536
1959
– –
-2,581
1960
– –
-4,724
1961
– –
-3,430
1962
– –
-28,764
1963
– –
-16,775
1964
– –
-2,769
1965
– –
-6,610
1966
– –
-38,360
1967
– –
-74,760
1968
– –
-14,053
1969
– –
-24,253
1970
– –
-12,587
1971
– –
-15,415
1972
– –
-11,171
1973
– –
-54,072
1974
– –
-12,137
1975
– –
-85,710
77 78
79
80 81