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
$17.5B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,174
New
Increased
Reduced
Closed

Top Buys

1
+$73.1M
2
+$61.9M
3
+$25.3M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$23M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$22.8M

Top Sells

1
+$57.1M
2
+$25.6M
3
+$21.8M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$19.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.7M

Sector Composition

1 Technology 10.92%
2 Healthcare 7.91%
3 Financials 6.63%
4 Industrials 5.48%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$70K ﹤0.01%
11,941
-500
2027
$66K ﹤0.01%
+12,242
2028
$63K ﹤0.01%
15,000
2029
$62K ﹤0.01%
10,000
2030
$62K ﹤0.01%
+10,650
2031
$61K ﹤0.01%
+10,385
2032
$59K ﹤0.01%
+10,948
2033
$58K ﹤0.01%
2,125
+348
2034
$56K ﹤0.01%
+18,565
2035
$56K ﹤0.01%
13,923
-1,774
2036
$52K ﹤0.01%
20,350
+6,000
2037
$51K ﹤0.01%
17,000
2038
$51K ﹤0.01%
17,779
+638
2039
$48K ﹤0.01%
14,480
+4,464
2040
$45K ﹤0.01%
13,311
-100
2041
$44K ﹤0.01%
11,200
-2,100
2042
$43K ﹤0.01%
+17,300
2043
$43K ﹤0.01%
32,736
-3,600
2044
$43K ﹤0.01%
933
+260
2045
$42K ﹤0.01%
17,350
-3,000
2046
$34K ﹤0.01%
+12,051
2047
$34K ﹤0.01%
+16,000
2048
$33K ﹤0.01%
2,000
+850
2049
$32K ﹤0.01%
11,990
+1,700
2050
$31K ﹤0.01%
3,014
-9,054
80 81
82
83 84