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 7.6%
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
2351
$270K ﹤0.01%
20,902
-1,362
2352
$270K ﹤0.01%
26,021
+5,740
2353
$268K ﹤0.01%
5,568
-38
2354
$268K ﹤0.01%
+12,313
2355
$267K ﹤0.01%
14,041
+104
2356
$267K ﹤0.01%
4,952
+417
2357
$267K ﹤0.01%
+9,606
2358
$267K ﹤0.01%
4,520
+178
2359
$267K ﹤0.01%
7,675
+103
2360
$266K ﹤0.01%
5,293
+184
2361
$266K ﹤0.01%
22,664
+2,063
2362
$266K ﹤0.01%
3,268
-115
2363
$265K ﹤0.01%
2,835
+88
2364
$265K ﹤0.01%
3,229
+4
2365
$265K ﹤0.01%
1,215
2366
$264K ﹤0.01%
45,492
-11,925
2367
$264K ﹤0.01%
31,889
-30,967
2368
$263K ﹤0.01%
+6,903
2369
$263K ﹤0.01%
11,428
+497
2370
$263K ﹤0.01%
5,906
+507
2371
$262K ﹤0.01%
5,785
+690
2372
$262K ﹤0.01%
4,180
+25
2373
$261K ﹤0.01%
4,954
-179
2374
$261K ﹤0.01%
19,023
+1,364
2375
$260K ﹤0.01%
10,179
-1,075
93 94
95
96 97