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
2426
$239K ﹤0.01%
10,818
-26
2427
$239K ﹤0.01%
18,048
-4,458
2428
$239K ﹤0.01%
5,096
-2,695
2429
$238K ﹤0.01%
2,429
-920
2430
$238K ﹤0.01%
5,753
+126
2431
$237K ﹤0.01%
9,070
-6,250
2432
$237K ﹤0.01%
1,400
2433
$236K ﹤0.01%
10,430
+286
2434
$236K ﹤0.01%
6,965
2435
$235K ﹤0.01%
+5,531
2436
$235K ﹤0.01%
+4,231
2437
$235K ﹤0.01%
40,576
2438
$234K ﹤0.01%
1,294
-70
2439
$233K ﹤0.01%
2,825
-1,000
2440
$233K ﹤0.01%
17,138
2441
$232K ﹤0.01%
+8,320
2442
$232K ﹤0.01%
+24,135
2443
$232K ﹤0.01%
6,277
-2,752
2444
$231K ﹤0.01%
5,721
+1,843
2445
$231K ﹤0.01%
+14,990
2446
$230K ﹤0.01%
4,107
-53
2447
$230K ﹤0.01%
1,139
-58
2448
$230K ﹤0.01%
26,712
2449
$230K ﹤0.01%
14,304
-249
2450
$229K ﹤0.01%
16,280
-9,175
96 97
98
99 100