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
$11.6B
AUM Growth
+$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,184
New
Increased
Reduced
Closed

Top Buys

1
+$66.5M
2
+$55.5M
3
+$24.9M
4
IXN icon
iShares Global Tech ETF
IXN
+$24.7M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$22.4M

Top Sells

1
+$27.2M
2
+$27M
3
+$13.5M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$10.1M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$9.27M

Sector Composition

1 Technology 8.89%
2 Financials 8.57%
3 Healthcare 8.38%
4 Industrials 6.55%
5 Communication Services 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$51K ﹤0.01%
+1,383
2027
$48K ﹤0.01%
+12,000
2028
$48K ﹤0.01%
10,755
2029
$48K ﹤0.01%
3,882
2030
$42K ﹤0.01%
10,013
2031
$42K ﹤0.01%
11,067
+848
2032
$42K ﹤0.01%
+13,443
2033
$42K ﹤0.01%
+2,131
2034
$42K ﹤0.01%
+10,888
2035
$41K ﹤0.01%
+1,532
2036
$35K ﹤0.01%
1,933
2037
$34K ﹤0.01%
+4,254
2038
$30K ﹤0.01%
608
+6
2039
$28K ﹤0.01%
1,429
2040
$26K ﹤0.01%
+67
2041
$26K ﹤0.01%
1,016
-1,900
2042
$25K ﹤0.01%
705
-176
2043
$25K ﹤0.01%
11,243
-1,900
2044
$25K ﹤0.01%
+11,400
2045
$16K ﹤0.01%
12,500
2046
$13K ﹤0.01%
12,640
2047
$5K ﹤0.01%
15,600
2048
$2K ﹤0.01%
15,427
-7,209
2049
– –
-3,605
2050
– –
-10,552
80 81
82
83 84