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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
IWP icon
76
iShares Russell Mid-Cap Growth ETF
IWP
$19.6B
$332K 0.11%
2,265
– –
XVV icon
77
iShares ESG Screened S&P 500 ETF
XVV
$685M
$324K 0.1%
5,714
-161
-3% -$8.9K
IWM icon
78
iShares Russell 2000 ETF
IWM
$81.2B
$322K 0.1%
1,072
-20
-2% -$5.62K
VZ icon
79
Verizon
VZ
$208B
$294K 0.09%
6,951
-195
-3% -$9.15K
HD icon
80
Home Depot
HD
$320B
$294K 0.09%
833
+6
+0.7% +$1.95K
SPXX icon
81
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$343M
$292K 0.09%
15,650
-693
-4% -$12.3K
CHRW icon
82
C.H. Robinson
CHRW
$17.3B
$275K 0.09%
1,462
– –
PULS icon
83
PGIM Ultra Short Bond ETF
PULS
$18.7B
$270K 0.09%
5,449
-1,200
-18% -$59.6K
NEE icon
84
NextEra Energy
NEE
$174B
$268K 0.09%
3,054
-61
-2% -$5.52K
MRK icon
85
Merck
MRK
$371B
$263K 0.08%
2,050
– –
PRF icon
86
Invesco FTSE RAFI US 1000 ETF
PRF
$10.1B
$257K 0.08%
4,750
– –
VOT icon
87
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.4B
$245K 0.08%
800
– –
SCHB icon
88
Schwab US Broad Market ETF
SCHB
$44.8B
$245K 0.08%
8,447
-339
-4% -$9.49K
NVS icon
89
Novartis
NVS
$304B
$240K 0.08%
1,531
-588
-28% -$88.1K
LAMR icon
90
Lamar Advertising Co
LAMR
$15.3B
$234K 0.08%
+1,500
New +$217K
D icon
91
Dominion Energy
D
$57.9B
$233K 0.07%
3,414
-232
-6% -$15.1K
WELL icon
92
Welltower
WELL
$170B
$230K 0.07%
1,013
– –
UTG icon
93
Reaves Utility Income Fund
UTG
$3.53B
$228K 0.07%
5,596
-400
-7% -$16.7K
IWR icon
94
iShares Russell Mid-Cap ETF
IWR
$56.9B
$225K 0.07%
2,040
– –
XYLD icon
95
Global X S&P 500 Covered Call ETF
XYLD
$3.34B
$222K 0.07%
5,446
-1,103
-17% -$44.5K
ED icon
96
Consolidated Edison
ED
$39.7B
$220K 0.07%
1,987
– –
YUM icon
97
Yum! Brands
YUM
$41.1B
$210K 0.07%
1,311
-5
-0.4% -$774
SYK icon
98
Stryker
SYK
$116B
$205K 0.07%
652
-3
-0.5% -$945
SGOV icon
99
iShares 0-3 Month Treasury Bond ETF
SGOV
$105B
$201K 0.06%
1,994
– –
DVY icon
100
iShares Select Dividend ETF
DVY
$23.9B
$195K 0.06%
1,247
-39
-3% -$6K
2 3
4
5 6

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BWL
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MFG
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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.