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
2051
$445K ﹤0.01%
39,420
-230
2052
$444K ﹤0.01%
12,005
+1,300
2053
$444K ﹤0.01%
15,240
+7,400
2054
$443K ﹤0.01%
16,159
+75
2055
$442K ﹤0.01%
24,909
-1,275
2056
$441K ﹤0.01%
6,690
+1,621
2057
$440K ﹤0.01%
80,156
-5,609
2058
$440K ﹤0.01%
7,644
+234
2059
$439K ﹤0.01%
37,245
-944
2060
$439K ﹤0.01%
37,685
2061
$438K ﹤0.01%
4,236
+511
2062
$437K ﹤0.01%
+10,698
2063
$437K ﹤0.01%
96,342
+3,343
2064
$436K ﹤0.01%
4,842
-68
2065
$436K ﹤0.01%
1,304
-58
2066
$436K ﹤0.01%
47,171
+7,123
2067
$435K ﹤0.01%
66,580
-8,045
2068
$435K ﹤0.01%
17,844
+569
2069
$434K ﹤0.01%
16,929
+1,068
2070
$434K ﹤0.01%
30,763
2071
$433K ﹤0.01%
9,833
-110
2072
$432K ﹤0.01%
15,195
-1,425
2073
$432K ﹤0.01%
4,863
+258
2074
$430K ﹤0.01%
+68,643
2075
$429K ﹤0.01%
13,479
-1,433
81 82
83
84 85