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Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $40.4B
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.6B
AUM Growth
-$2.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,178
New
Increased
Reduced
Closed

Top Buys

1
+$72M
2
+$71.5M
3
+$71.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$61.3M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$55.5M

Top Sells

1
+$81M
2
+$66.8M
3
+$48.2M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$39.7M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$37.9M

Sector Composition

1 Technology 9.74%
2 Healthcare 8.33%
3 Financials 7.11%
4 Industrials 5.1%
5 Consumer Staples 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2151
– –
-14,829
2152
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-5,892
2153
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-34,867
2154
– –
-2,957
2155
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-21,305
2156
– –
-45,949
2157
– –
-12,918
2158
– –
-143,198
2159
– –
-8,314
2160
– –
-1,782
2161
– –
-6,805
2162
– –
-11,370
2163
– –
-27,029
2164
– –
-3,242
2165
– –
-9,511
2166
– –
-4,397
2167
– –
-8,230
2168
– –
-11,712
2169
– –
-16,871
2170
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-3,618
2171
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-12,260
2172
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-2,285
2173
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-2,445
2174
– –
-10,933
2175
– –
-8,540
84 85 86
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