Janney Montgomery Scott Portfolio holdings
AUM
$38.3B
1-Year Return
17.21%
This Quarter Return
-12.44%
1 Year Return
+17.21%
3 Year Return
+61.5%
5 Year Return
+102%
10 Year Return
+211.19%
AUM
$22.1B
AUM Growth
-$1.25B
(-5.3%)
Cap. Flow
+$1.76B
Cap. Flow
% of AUM
7.93%
Top 10 Holdings %
Top 10 Hldgs %
18.47%
Holding
2,499
New
272
Increased
960
Reduced
993
Closed
190
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$677M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$141M |
| 3 |
Verizon
VZ
|
$120M |
| 4 |
Vanguard Russell 1000 Growth ETF
VONG
|
$108M |
| 5 |
The Communication Services Select Sector SPDR Fund
XLC
|
$92.4M |
Top Sells
Sector Composition
| 1 | Technology | 7.8% |
| 2 | Healthcare | 7.8% |
| 3 | Financials | 6.34% |
| 4 | Industrials | 5.62% |
| 5 | Consumer Staples | 4.46% |
