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
$22.1B
AUM Growth
-$1.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,499
New
Increased
Reduced
Closed

Top Buys

1
+$677M
2
+$141M
3
+$120M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$108M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$92.4M

Top Sells

1
+$270M
2
+$115M
3
+$115M
4
IYG icon
iShares US Financial Services ETF
IYG
+$89.4M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$72.2M

Sector Composition

1 Technology 7.8%
2 Healthcare 7.8%
3 Financials 6.34%
4 Industrials 5.61%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$248K ﹤0.01%
+6,292
2027
$248K ﹤0.01%
40,262
-10,090
2028
$248K ﹤0.01%
+9,545
2029
$247K ﹤0.01%
+2,117
2030
$246K ﹤0.01%
+17,465
2031
$245K ﹤0.01%
3,673
-7
2032
$244K ﹤0.01%
13,660
+12
2033
$244K ﹤0.01%
5,614
+1,758
2034
$244K ﹤0.01%
+21,102
2035
$243K ﹤0.01%
+4,494
2036
$243K ﹤0.01%
44,174
+6,042
2037
$243K ﹤0.01%
9,600
+485
2038
$242K ﹤0.01%
3,297
-3,758
2039
$242K ﹤0.01%
847
-529
2040
$241K ﹤0.01%
+41,000
2041
$240K ﹤0.01%
54,839
+432
2042
$239K ﹤0.01%
22,048
+2,046
2043
$237K ﹤0.01%
10,078
-177
2044
$237K ﹤0.01%
30,689
-42,513
2045
$237K ﹤0.01%
8,900
+600
2046
$236K ﹤0.01%
+8,875
2047
$236K ﹤0.01%
15,305
-14,922
2048
$236K ﹤0.01%
+9,090
2049
$236K ﹤0.01%
2,612
+285
2050
$235K ﹤0.01%
8,610
-31
80 81
82
83 84