Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $38.3B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.5B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,174
New
Increased
Reduced
Closed

Top Buys

1
+$73.1M
2
+$61.9M
3
+$25.3M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$23M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$22.8M

Top Sells

1
+$57.1M
2
+$25.6M
3
+$21.8M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$19.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.7M

Sector Composition

1 Technology 10.92%
2 Healthcare 7.91%
3 Financials 6.63%
4 Industrials 5.48%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$17.6M 0.1%
73,891
+1,659
202
$17.5M 0.1%
421,203
-12,960
203
$17.4M 0.1%
160,826
+6,195
204
$17.1M 0.1%
170,233
+2,540
205
$16.7M 0.1%
427,176
-41,664
206
$16.7M 0.1%
765,759
+165,524
207
$16.6M 0.09%
129,370
+6,210
208
$16.4M 0.09%
733,369
+189,249
209
$16.4M 0.09%
584,929
-67,120
210
$16.2M 0.09%
473,890
+23,228
211
$16.1M 0.09%
445,710
-573
212
$16.1M 0.09%
259,075
-6,465
213
$16M 0.09%
191,256
-9,799
214
$16M 0.09%
135,195
+3,706
215
$15.8M 0.09%
336,370
-6
216
$15.8M 0.09%
73,911
+3,692
217
$15.7M 0.09%
260,371
-7,483
218
$15.6M 0.09%
237,837
+12,531
219
$15.5M 0.09%
90,479
+3,563
220
$15.4M 0.09%
204,784
-2,316
221
$15.4M 0.09%
71,575
-21,657
222
$15.3M 0.09%
69,198
+1,792
223
$15.2M 0.09%
210,568
-47,081
224
$15.1M 0.09%
575,500
+214,572
225
$14.9M 0.08%
97,318
+6,543
7 8
9
10 11