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
$35.8B
AUM Growth
+$3.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,878
New
Increased
Reduced
Closed

Top Buys

1
+$489M
2
+$227M
3
+$152M
4
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$106M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$106M

Top Sells

1
+$181M
2
+$125M
3
+$107M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$84.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$61.7M

Sector Composition

1 Technology 13.49%
2 Financials 7.61%
3 Healthcare 6.42%
4 Industrials 6.21%
5 Consumer Discretionary 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$462K ﹤0.01%
+3,261
2027
$462K ﹤0.01%
2,694
+1,043
2028
$462K ﹤0.01%
+53,877
2029
$461K ﹤0.01%
15,149
-3,535
2030
$461K ﹤0.01%
45,405
+1,557
2031
$458K ﹤0.01%
7,443
+21
2032
$457K ﹤0.01%
+12,946
2033
$457K ﹤0.01%
+29,907
2034
$456K ﹤0.01%
22,922
2035
$455K ﹤0.01%
28,755
-1,835
2036
$455K ﹤0.01%
6,438
-3,629
2037
$452K ﹤0.01%
7,377
2038
$452K ﹤0.01%
11,294
-6,240
2039
$451K ﹤0.01%
5,607
+1,352
2040
$451K ﹤0.01%
+17,909
2041
$450K ﹤0.01%
+10,435
2042
$450K ﹤0.01%
34,536
-413
2043
$448K ﹤0.01%
5,841
-180
2044
$448K ﹤0.01%
8,460
-9,678
2045
$448K ﹤0.01%
11,367
-8,405
2046
$448K ﹤0.01%
13,920
+1
2047
$447K ﹤0.01%
5,716
+235
2048
$447K ﹤0.01%
17,802
2049
$446K ﹤0.01%
5,410
-25,653
2050
$445K ﹤0.01%
58,604
-7,225
80 81
82
83 84