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
$32.8B
AUM Growth
-$829M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,860
New
Increased
Reduced
Closed

Top Buys

1
+$80.3M
2
+$56.6M
3
+$51.2M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$44.8M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$43.9M

Top Sells

1
+$676M
2
+$228M
3
+$149M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$75.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$72.6M

Sector Composition

1 Technology 14.39%
2 Financials 6.96%
3 Healthcare 6.73%
4 Industrials 6.18%
5 Consumer Discretionary 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2101
$365K ﹤0.01%
15,320
+3,500
2102
$365K ﹤0.01%
10,108
-425
2103
$363K ﹤0.01%
+1,323
2104
$362K ﹤0.01%
6,409
-5,612
2105
$362K ﹤0.01%
36,489
-2,208
2106
$362K ﹤0.01%
13,514
-26,499
2107
$361K ﹤0.01%
4,975
-187
2108
$358K ﹤0.01%
3,295
-5,918
2109
$358K ﹤0.01%
18,485
-6,863
2110
$358K ﹤0.01%
12,500
+6,905
2111
$357K ﹤0.01%
5,756
+2,474
2112
$357K ﹤0.01%
+12,740
2113
$357K ﹤0.01%
8,964
-101
2114
$356K ﹤0.01%
2,787
-186
2115
$356K ﹤0.01%
10,705
-100
2116
$355K ﹤0.01%
26,360
+3,150
2117
$355K ﹤0.01%
22,922
+75
2118
$354K ﹤0.01%
17,048
+5,192
2119
$353K ﹤0.01%
6,999
-61
2120
$352K ﹤0.01%
25,248
-21,549
2121
$352K ﹤0.01%
9,465
-166
2122
$351K ﹤0.01%
4,945
-65
2123
$351K ﹤0.01%
25,455
+511
2124
$350K ﹤0.01%
20,636
+6,084
2125
$350K ﹤0.01%
51,031
+231
83 84
85
86 87