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AIA

Armor Investment Advisors Portfolio holdings

AUM $312M
1-Year Est. Return 20.56%
This Fund
S&P 500
This Quarter Est. Return
+14.08%
1 Year Est. Return
+20.56%
3 Year Est. Return
+56.6%
5 Year Est. Return
+60.44%
10 Year Est. Return
–
AUM
$312M
AUM Growth
+$34.2M
Cap. Flow
+$494K
Cap. Flow %
0.16%
Top 10 Hldgs %
57.85%
Holding
163
New
3
Increased
20
Reduced
69
Closed
8

Top Buys

Rank Stock Value
1
JPIE icon
JPMorgan Income ETF
JPIE
+$2.15M
2
FBND icon
Fidelity Total Bond ETF
FBND
+$2.13M
3
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$1.05M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$875K
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$869K

Top Sells

Rank Stock Value
1
FMDE icon
Fidelity Enhanced Mid Cap Core ETF
FMDE
+$1.22M
2
XOM icon
ExxonMobil
XOM
+$1.14M
3
CAPE icon
DoubleLine Shiller CAPE US Equities ETF
CAPE
+$1.03M
4
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$638K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$470K

Sector Composition

Rank Sector Weight
1 Miscellaneous 85.87%
2 Technology 2.7%
3 Financials 2.48%
4 Communication Services 2.27%
5 Utilities 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AON icon
51
Aon
AON
$68.5B
$946K 0.3%
2,852
+6
+0.2% +$1.94K
FIDU icon
52
Fidelity MSCI Industrials Index ETF
FIDU
$2.28B
$906K 0.29%
9,100
-352
-4% -$33K
AAPL icon
53
Apple
AAPL
$4.67T
$833K 0.27%
2,879
-532
-16% -$152K
EXTR icon
54
Extreme Networks
EXTR
$2.83B
$814K 0.26%
25,145
– –
JEPQ icon
55
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.8B
$786K 0.25%
12,792
-1,576
-11% -$93.5K
VOO icon
56
Vanguard S&P 500 ETF
VOO
$1.03T
$784K 0.25%
1,142
– –
PSX icon
57
Phillips 66
PSX
$102B
$699K 0.22%
4,136
-230
-5% -$39.6K
RY icon
58
Royal Bank of Canada
RY
$292B
$693K 0.22%
3,346
+13
+0.4% +$2.41K
BNL icon
59
Broadstone Net Lease
BNL
$3.99B
$657K 0.21%
31,763
-10,062
-24% -$203K
CSCO icon
60
Cisco
CSCO
$431B
$647K 0.21%
5,506
– –
AMZN icon
61
Amazon
AMZN
$2.79T
$637K 0.2%
2,674
– –
VLO icon
62
Valero Energy
VLO
$107B
$578K 0.19%
2,219
– –
JNJ icon
63
Johnson & Johnson
JNJ
$663B
$577K 0.19%
2,270
-2
-0.1% -$466
VGT icon
64
Vanguard Information Technology ETF
VGT
$149B
$537K 0.17%
4,496
– –
IHI icon
65
iShares US Medical Devices ETF
IHI
$3.43B
$519K 0.17%
10,504
-5,246
-33% -$266K
SCHX icon
66
Schwab US Large- Cap ETF
SCHX
$74.4B
$517K 0.17%
17,574
-51
-0.3% -$1.46K
PG icon
67
Procter & Gamble
PG
$340B
$457K 0.15%
3,118
– –
IRM icon
68
Iron Mountain
IRM
$34.8B
$451K 0.14%
3,573
-200
-5% -$24.5K
IYH icon
69
iShares US Healthcare ETF
IYH
$3.83B
$433K 0.14%
6,464
-915
-12% -$57.2K
KMI icon
70
Kinder Morgan
KMI
$69.9B
$429K 0.14%
13,420
-967
-7% -$31.2K
TSLA icon
71
Tesla
TSLA
$1.4T
$426K 0.14%
1,013
– –
COST icon
72
Costco
COST
$406B
$398K 0.13%
425
– –
EIPI
73
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.11B
$391K 0.13%
17,889
-2,447
-12% -$54.4K
BSX icon
74
Boston Scientific
BSX
$69.3B
$363K 0.12%
8,497
-50
-0.6% -$2.71K
SUB icon
75
iShares Short-Term National Muni Bond ETF
SUB
$11.6B
$350K 0.11%
3,289
-215
-6% -$22.9K
1 2
3
4 5

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PIP
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MCA
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BWL
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PPC
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MFG
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FOA
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Armor Investment Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Armor Investment Advisors held 163 positions worth $312M, up 12% from $278M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Armor Investment Advisors's Q2 2026 filing shows 3 new, 20 increased, 69 reduced and 8 closed positions. Its largest new stake was Lamar Advertising Co: 1,500 shares worth $234K. The largest sale was Fidelity Enhanced Mid Cap Core ETF, an estimated $1.22M.

By sector, the portfolio is most concentrated in Miscellaneous at 86% of assets, up from 84% a quarter earlier, followed by Technology and Financials.

  • Armor Investment Advisors's largest Q2 2026 buy was Lamar Advertising Co: 1,500 shares worth $234K.
  • Armor Investment Advisors added most to JPMorgan Income ETF in Q2 2026, an estimated $2.15M increase.
  • Armor Investment Advisors's biggest Q2 2026 reduction was Fidelity Enhanced Mid Cap Core ETF, cutting an estimated $1.22M.
  • Armor Investment Advisors fully exited ExxonMobil in Q2 2026, selling an estimated $1.14M.
  • Armor Investment Advisors's ten largest holdings make up 58% of its $312M portfolio in Q2 2026.
  • Armor Investment Advisors opened 3 new positions and closed 8 in Q2 2026.
  • Armor Investment Advisors's portfolio value rose 12% quarter-over-quarter to $312M.

Based on Armor Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.