Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $38.3B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$36.1B
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,904
New
Increased
Reduced
Closed

Top Buys

1
+$181M
2
+$97.5M
3
+$86.5M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$81M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$68.6M

Top Sells

1
+$261M
2
+$95.9M
3
+$91.7M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$56.9M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$53.1M

Sector Composition

1 Technology 14.01%
2 Financials 8.17%
3 Industrials 6.01%
4 Healthcare 5.84%
5 Consumer Discretionary 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$482K ﹤0.01%
2,956
+6
2027
$481K ﹤0.01%
+3,065
2028
$481K ﹤0.01%
+11,075
2029
$481K ﹤0.01%
49,257
+23,406
2030
$481K ﹤0.01%
66,499
-2,144
2031
$478K ﹤0.01%
6,287
+905
2032
$476K ﹤0.01%
5,946
-3,895
2033
$475K ﹤0.01%
7,057
+482
2034
$475K ﹤0.01%
+24,744
2035
$475K ﹤0.01%
24,785
+312
2036
$474K ﹤0.01%
19,553
+260
2037
$474K ﹤0.01%
68,345
-2,870
2038
$469K ﹤0.01%
8,065
+314
2039
$469K ﹤0.01%
19,187
+5,997
2040
$469K ﹤0.01%
+3,465
2041
$469K ﹤0.01%
41,144
+3,899
2042
$468K ﹤0.01%
17,184
+255
2043
$468K ﹤0.01%
12,155
-2,454
2044
$467K ﹤0.01%
24,498
-951
2045
$467K ﹤0.01%
33,437
-16,772
2046
$466K ﹤0.01%
+23,352
2047
$464K ﹤0.01%
22,203
-623
2048
$464K ﹤0.01%
29,925
-367
2049
$463K ﹤0.01%
30,293
-8,667
2050
$459K ﹤0.01%
6,208
+11
80 81
82
83 84