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
$10.4B
AUM Growth
+$463M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,100
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$22.2M
3
+$16.5M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$14.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.2M

Top Sells

1
+$30.2M
2
+$17M
3
+$15.7M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$13M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$11.4M

Sector Composition

1 Financials 8.86%
2 Technology 8.7%
3 Healthcare 8.07%
4 Industrials 6.41%
5 Communication Services 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-6,592
2027
– –
-10,039
2028
– –
-27,780
2029
– –
-195,566
2030
– –
-5,461
2031
– –
-7,849
2032
– –
-17,857
2033
– –
-10,048
2034
– –
-6,770
2035
– –
-34,598
2036
– –
-6,118
2037
– –
-10,938
2038
– –
-10,732
2039
– –
-17,453
2040
– –
-12,376
2041
– –
-103,512
2042
– –
-15,284
2043
– –
-1,200
2044
– –
-37,075
2045
– –
-25,333
2046
– –
-46,698
2047
– –
-43,585
2048
– –
-38,045
2049
– –
-26,975
2050
– –
-8,891
80 81
82
83 84