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
2051
$468K ﹤0.01%
26,935
-4,240
2052
$467K ﹤0.01%
13,457
-952
2053
$466K ﹤0.01%
177,849
+33,755
2054
$466K ﹤0.01%
+12,930
2055
$465K ﹤0.01%
6,276
+3,128
2056
$465K ﹤0.01%
42,360
+3,469
2057
$464K ﹤0.01%
13,606
+3,758
2058
$464K ﹤0.01%
32,588
+14,250
2059
$463K ﹤0.01%
+4,961
2060
$463K ﹤0.01%
5,186
+207
2061
$462K ﹤0.01%
20,050
-8,100
2062
$462K ﹤0.01%
25,348
-2,947
2063
$461K ﹤0.01%
5,780
+500
2064
$461K ﹤0.01%
2,977
+1,038
2065
$459K ﹤0.01%
+27,972
2066
$459K ﹤0.01%
+104,855
2067
$459K ﹤0.01%
36,900
+133
2068
$458K ﹤0.01%
8,743
+2,018
2069
$457K ﹤0.01%
42,907
-5,083
2070
$456K ﹤0.01%
14,599
-634
2071
$456K ﹤0.01%
17,997
+3,575
2072
$456K ﹤0.01%
6,291
-1,301
2073
$456K ﹤0.01%
14,039
-1,809
2074
$456K ﹤0.01%
56,000
-800
2075
$455K ﹤0.01%
4,787
+150
81 82
83
84 85