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
176
$19.5M 0.12%
195,842
+19,698
177
$19.2M 0.12%
99,549
+5,202
178
$18.9M 0.12%
81,019
+2,371
179
$18.8M 0.12%
78,012
+15,817
180
$18.6M 0.12%
214,318
+21,291
181
$18.5M 0.12%
240,264
+21,010
182
$18.4M 0.12%
353,479
-75,505
183
$18.3M 0.12%
478,372
+75,737
184
$18.2M 0.11%
89,921
+5,533
185
$18.1M 0.11%
166,302
-14,933
186
$18.1M 0.11%
434,163
-4,478
187
$18.1M 0.11%
184,948
+3,472
188
$18M 0.11%
96,318
-9,636
189
$18M 0.11%
583,291
-37,051
190
$17.9M 0.11%
700,706
-413,725
191
$17.7M 0.11%
286,315
-40,649
192
$17.6M 0.11%
154,631
+4,263
193
$17.5M 0.11%
231,604
+6,707
194
$17.5M 0.11%
209,935
-16,609
195
$17.4M 0.11%
257,649
+21,703
196
$17.2M 0.11%
468,840
+86,288
197
$17.2M 0.11%
456,601
+23,372
198
$17.2M 0.11%
336,376
-3,302
199
$16.8M 0.11%
100,415
-1,443
200
$16.8M 0.11%
398,614
-20,725
6 7
8
9 10