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
2151
$377K ﹤0.01%
+14,283
2152
$377K ﹤0.01%
1,301
-22
2153
$375K ﹤0.01%
5,745
-65
2154
$375K ﹤0.01%
6,498
+2,327
2155
$374K ﹤0.01%
+3,029
2156
$373K ﹤0.01%
17,959
+565
2157
$373K ﹤0.01%
158,931
-64,250
2158
$372K ﹤0.01%
10,500
-1,000
2159
$372K ﹤0.01%
35,649
-840
2160
$372K ﹤0.01%
27,349
+1,251
2161
$371K ﹤0.01%
13,512
-2
2162
$370K ﹤0.01%
10,635
+1,810
2163
$369K ﹤0.01%
4,416
-7,642
2164
$369K ﹤0.01%
8,319
-941
2165
$368K ﹤0.01%
7,842
-2,771
2166
$368K ﹤0.01%
+37,303
2167
$368K ﹤0.01%
40,586
-77
2168
$366K ﹤0.01%
63,264
+1,956
2169
$366K ﹤0.01%
8,677
+2,327
2170
$365K ﹤0.01%
2,747
-968
2171
$364K ﹤0.01%
18,278
-3,430
2172
$364K ﹤0.01%
12,036
+210
2173
$364K ﹤0.01%
5,316
-7,936
2174
$363K ﹤0.01%
4,876
+348
2175
$363K ﹤0.01%
+14,354
85 86
87
88 89