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
$33.6B
AUM Growth
+$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,861
New
Increased
Reduced
Closed

Top Buys

1
+$155M
2
+$152M
3
+$98.5M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$88.9M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$85.3M

Top Sells

1
+$230M
2
+$156M
3
+$133M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$57.1M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$56.5M

Sector Composition

1 Technology 12.63%
2 Financials 7.63%
3 Healthcare 6.74%
4 Industrials 6.37%
5 Consumer Discretionary 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$483K ﹤0.01%
48,014
+14,783
2027
$482K ﹤0.01%
12,073
+1,946
2028
$481K ﹤0.01%
+10,787
2029
$481K ﹤0.01%
9,744
-4,862
2030
$480K ﹤0.01%
3,550
+33
2031
$479K ﹤0.01%
20,257
-750
2032
$477K ﹤0.01%
39,398
-1,779
2033
$477K ﹤0.01%
89,865
+8,031
2034
$477K ﹤0.01%
31,594
+20,651
2035
$476K ﹤0.01%
+1,135
2036
$475K ﹤0.01%
+38,025
2037
$475K ﹤0.01%
8,819
+388
2038
$475K ﹤0.01%
+30,065
2039
$475K ﹤0.01%
10,164
+287
2040
$471K ﹤0.01%
16,165
+5,100
2041
$471K ﹤0.01%
5,898
-1,009
2042
$470K ﹤0.01%
59,500
+4,459
2043
$470K ﹤0.01%
20,607
+1,872
2044
$470K ﹤0.01%
44,170
+10,036
2045
$470K ﹤0.01%
32,951
+2,955
2046
$470K ﹤0.01%
5,287
-259
2047
$470K ﹤0.01%
9,434
+813
2048
$469K ﹤0.01%
6,107
-771
2049
$469K ﹤0.01%
+13,116
2050
$468K ﹤0.01%
+68,348
80 81
82
83 84