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 Buys

1
+$152M
2
+$98.9M
3
+$90.5M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$63M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$62.2M

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
1951
$65K ﹤0.01%
10,000
1952
$65K ﹤0.01%
+11,467
1953
$57K ﹤0.01%
20,253
+1
1954
$55K ﹤0.01%
13,411
-1,100
1955
$53K ﹤0.01%
+17,000
1956
$53K ﹤0.01%
1,777
+83
1957
$52K ﹤0.01%
20,350
+2,400
1958
$51K ﹤0.01%
19,541
-250
1959
$50K ﹤0.01%
36,336
-183,150
1960
$49K ﹤0.01%
+10,221
1961
$48K ﹤0.01%
4,811
+38
1962
$48K ﹤0.01%
3,033
-836
1963
$46K ﹤0.01%
+18,805
1964
$46K ﹤0.01%
3,388
-3,707
1965
$45K ﹤0.01%
41,072
-7,600
1966
$43K ﹤0.01%
11,627
1967
$43K ﹤0.01%
10,290
-500
1968
$42K ﹤0.01%
20,750
1969
$41K ﹤0.01%
164
+16
1970
$39K ﹤0.01%
14,653
+1,943
1971
$39K ﹤0.01%
+673
1972
$33K ﹤0.01%
14,350
1973
$31K ﹤0.01%
+10,016
1974
$29K ﹤0.01%
1,250
1975
$25K ﹤0.01%
+10,000
77 78
79
80 81