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
2126
$393K ﹤0.01%
5,828
-852
2127
$392K ﹤0.01%
+19,105
2128
$390K ﹤0.01%
39,932
-1,785
2129
$390K ﹤0.01%
7,901
-4,604
2130
$390K ﹤0.01%
6,729
+171
2131
$389K ﹤0.01%
3,321
+95
2132
$389K ﹤0.01%
8,460
-1,090
2133
$388K ﹤0.01%
5,215
-1,100
2134
$387K ﹤0.01%
35,342
+573
2135
$387K ﹤0.01%
15,225
2136
$385K ﹤0.01%
5,382
2137
$384K ﹤0.01%
14,223
-1,143
2138
$384K ﹤0.01%
11,149
-900
2139
$383K ﹤0.01%
3,883
-1,308
2140
$382K ﹤0.01%
1,701
-617
2141
$381K ﹤0.01%
20,476
+728
2142
$381K ﹤0.01%
35,627
-3,435
2143
$380K ﹤0.01%
14,664
-10
2144
$379K ﹤0.01%
461
2145
$379K ﹤0.01%
4,634
+373
2146
$378K ﹤0.01%
14,700
+2,100
2147
$378K ﹤0.01%
6,800
-3,478
2148
$378K ﹤0.01%
+9,409
2149
$378K ﹤0.01%
9,507
-558
2150
$377K ﹤0.01%
7,223
+299
84 85
86
87 88