Janney Montgomery Scott Portfolio holdings
AUM
$38.3B
1-Year Return
17.21%
This Quarter Return
+2.38%
1 Year Return
+17.21%
3 Year Return
+61.5%
5 Year Return
+102%
10 Year Return
+211.19%
AUM
$10.4B
AUM Growth
+$463M
(+4.7%)
Cap. Flow
+$301M
Cap. Flow
% of AUM
2.89%
Top 10 Holdings %
Top 10 Hldgs %
13.38%
Holding
2,100
New
166
Increased
1,007
Reduced
745
Closed
112
Top Buys
| 1 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$32.8M |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$22.2M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$16.5M |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$14.7M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$12.2M |
Top Sells
Sector Composition
| 1 | Financials | 8.86% |
| 2 | Technology | 8.7% |
| 3 | Healthcare | 8.07% |
| 4 | Industrials | 6.41% |
| 5 | Communication Services | 4.99% |