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 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-11,164
2027
– –
-6,060
2028
– –
-11,062
2029
– –
-4,200
2030
– –
-635
2031
– –
-10,843
2032
– –
-52,373
2033
– –
-12,315
2034
– –
-24,915
2035
– –
-6,592
2036
– –
-10,039
2037
– –
-27,780
2038
– –
-195,566
2039
– –
-26,421
2040
– –
-7,849
2041
– –
-17,857
2042
– –
-10,048
2043
– –
-6,770
2044
– –
-34,598
2045
– –
-6,025
2046
– –
-10,764
2047
– –
-90,106
2048
– –
-2,368
2049
– –
-26,385
2050
– –
-1,754
80 81
82
83 84