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
$33.6B
AUM Growth
+$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,861
New
Increased
Reduced
Closed

Top Buys

1
+$155M
2
+$152M
3
+$98.5M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$88.9M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$85.3M

Top Sells

1
+$230M
2
+$156M
3
+$133M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$57.1M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$56.5M

Sector Composition

1 Technology 12.63%
2 Financials 7.63%
3 Healthcare 6.74%
4 Industrials 6.37%
5 Consumer Discretionary 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
$368K ﹤0.01%
11,830
-500
2202
$368K ﹤0.01%
9,631
-3,604
2203
$368K ﹤0.01%
+23,510
2204
$367K ﹤0.01%
32,342
-660
2205
$367K ﹤0.01%
16,780
+100
2206
$366K ﹤0.01%
22,936
-21,046
2207
$366K ﹤0.01%
12,265
-98
2208
$364K ﹤0.01%
22,847
+37
2209
$364K ﹤0.01%
35,156
+2,184
2210
$364K ﹤0.01%
2,462
+968
2211
$364K ﹤0.01%
17,555
+931
2212
$364K ﹤0.01%
57,805
+9,335
2213
$363K ﹤0.01%
+6,363
2214
$362K ﹤0.01%
3,294
+1,265
2215
$362K ﹤0.01%
10,675
-775
2216
$361K ﹤0.01%
4,589
-5,877
2217
$360K ﹤0.01%
10,805
-700
2218
$360K ﹤0.01%
+4,971
2219
$360K ﹤0.01%
4,031
+573
2220
$358K ﹤0.01%
+12,916
2221
$358K ﹤0.01%
6,556
-1,060
2222
$357K ﹤0.01%
3,497
+954
2223
$357K ﹤0.01%
+11,866
2224
$357K ﹤0.01%
2,280
+887
2225
$356K ﹤0.01%
4,597
-125
87 88
89
90 91