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
$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 10.66%
2 Healthcare 8.08%
3 Financials 6.85%
4 Industrials 5.22%
5 Communication Services 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$20K ﹤0.01%
443
1977
$17K ﹤0.01%
21,300
+1,500
1978
$16K ﹤0.01%
+773
1979
$15K ﹤0.01%
380
-80
1980
$14K ﹤0.01%
560
-175
1981
$13K ﹤0.01%
10,000
1982
$13K ﹤0.01%
+1,150
1983
$12K ﹤0.01%
1,200
-33
1984
$2K ﹤0.01%
510
1985
$2K ﹤0.01%
+13,444
1986
– –
-7,416
1987
– –
-1,159
1988
– –
-12,179
1989
– –
-16,152
1990
– –
-14,700
1991
– –
-63,010
1992
– –
-10,069
1993
– –
-1,177
1994
– –
-13,094
1995
– –
-32,897
1996
– –
-10,145
1997
– –
-12,445
1998
– –
-4,291
1999
– –
-100,029
2000
– –
-60,387
78 79
80
81 82