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
$32.8B
AUM Growth
-$829M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,860
New
Increased
Reduced
Closed

Top Buys

1
+$80.3M
2
+$56.6M
3
+$51.2M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$44.8M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$43.9M

Top Sells

1
+$676M
2
+$228M
3
+$149M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$75.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$72.6M

Sector Composition

1 Technology 14.39%
2 Financials 6.96%
3 Healthcare 6.73%
4 Industrials 6.18%
5 Consumer Discretionary 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$409K ﹤0.01%
10,541
-500
2027
$408K ﹤0.01%
7,377
2028
$407K ﹤0.01%
65,829
+42,729
2029
$407K ﹤0.01%
12,244
+171
2030
$407K ﹤0.01%
37,685
-17,988
2031
$406K ﹤0.01%
18,075
2032
$405K ﹤0.01%
4,988
-3,346
2033
$405K ﹤0.01%
+5,511
2034
$404K ﹤0.01%
9,750
-600
2035
$404K ﹤0.01%
31,672
-755
2036
$404K ﹤0.01%
17,100
+320
2037
$403K ﹤0.01%
5,705
-4,800
2038
$403K ﹤0.01%
16,129
2039
$402K ﹤0.01%
16,084
-908
2040
$402K ﹤0.01%
34,949
-3,856
2041
$401K ﹤0.01%
16,015
+1,279
2042
$401K ﹤0.01%
15,861
+5,283
2043
$400K ﹤0.01%
8,520
-456
2044
$399K ﹤0.01%
39,870
+11,921
2045
$399K ﹤0.01%
4,773
-3,221
2046
$398K ﹤0.01%
7,422
+553
2047
$397K ﹤0.01%
10,065
+245
2048
$397K ﹤0.01%
37,109
-6,338
2049
$397K ﹤0.01%
11,350
+1,000
2050
$396K ﹤0.01%
88,445
80 81
82
83 84