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
$22.7B
AUM Growth
+$2.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,343
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$115M
3
+$97.4M
4
IXG icon
iShares Global Financials ETF
IXG
+$60.8M
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$45.9M

Top Sells

1
+$192M
2
+$113M
3
+$61.3M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$47.4M
5
IXN icon
iShares Global Tech ETF
IXN
+$32.9M

Sector Composition

1 Technology 8.42%
2 Healthcare 6.95%
3 Financials 6.76%
4 Industrials 5.62%
5 Communication Services 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$243K ﹤0.01%
1,181
-350
2027
$243K ﹤0.01%
+2,247
2028
$243K ﹤0.01%
57,968
+27,436
2029
$243K ﹤0.01%
+7,121
2030
$243K ﹤0.01%
4,746
2031
$243K ﹤0.01%
3,211
+166
2032
$242K ﹤0.01%
4,560
-582
2033
$242K ﹤0.01%
+7,005
2034
$242K ﹤0.01%
9,600
2035
$241K ﹤0.01%
10,198
-98
2036
$241K ﹤0.01%
1,924
-4,375
2037
$240K ﹤0.01%
4,291
-60,826
2038
$240K ﹤0.01%
+3,377
2039
$240K ﹤0.01%
1,453
-3,470
2040
$238K ﹤0.01%
+28,136
2041
$237K ﹤0.01%
21,732
-1,759
2042
$237K ﹤0.01%
+11,070
2043
$237K ﹤0.01%
9,613
-600
2044
$237K ﹤0.01%
10,104
-643
2045
$237K ﹤0.01%
+1,675
2046
$236K ﹤0.01%
9,200
-4,400
2047
$236K ﹤0.01%
+8,428
2048
$236K ﹤0.01%
29,791
2049
$235K ﹤0.01%
+3,115
2050
$235K ﹤0.01%
+8,122
80 81
82
83 84