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AIA

Armor Investment Advisors Portfolio holdings

AUM $278M
1-Year Est. Return 14.95%
This Fund
S&P 500
This Quarter Est. Return
+8.77%
1 Year Est. Return
+14.95%
3 Year Est. Return
+43.81%
5 Year Est. Return
+47.23%
10 Year Est. Return
–
AUM
$265M
AUM Growth
+$23.6M
Cap. Flow
+$4.59M
Cap. Flow %
1.73%
Top 10 Hldgs %
49.21%
Holding
160
New
6
Increased
30
Reduced
65
Closed
7

Top Buys

Rank Stock Value
1
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$2.25M
2
CSPF
Cohen & Steers Preferred and Income Opportunities Active ETF
CSPF
+$1.77M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$954K
4
FMDE icon
Fidelity Enhanced Mid Cap Core ETF
FMDE
+$687K
5
TBUX icon
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
+$614K

Top Sells

Rank Stock Value
1
HR icon
Healthcare Realty
HR
+$847K
2
DOC icon
Healthpeak Properties
DOC
+$340K
3
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$322K
4
LOW icon
Lowe's Companies
LOW
+$320K
5
FDX icon
FedEx
FDX
+$291K

Sector Composition

Rank Sector Weight
1 Financials 3.57%
2 Communication Services 3%
3 Technology 2.77%
4 Real Estate 2.72%
5 Utilities 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RY icon
76
Royal Bank of Canada
RY
$292B
$432K 0.16%
3,285
+17
+0.5% +$2.08K
IWP icon
77
iShares Russell Mid-Cap Growth ETF
IWP
$20.1B
$423K 0.16%
3,053
-85
-3% -$10.8K
CSCO icon
78
Cisco
CSCO
$457B
$382K 0.14%
5,505
-152
-3% -$9.34K
DVY icon
79
iShares Select Dividend ETF
DVY
$23.6B
$373K 0.14%
2,811
-64
-2% -$8.29K
VGT icon
80
Vanguard Information Technology ETF
VGT
$141B
$371K 0.14%
4,480
– –
JNJ icon
81
Johnson & Johnson
JNJ
$613B
$353K 0.13%
2,310
-338
-13% -$52K
XVV icon
82
iShares ESG Screened S&P 500 ETF
XVV
$658M
$320K 0.12%
6,704
– –
VZ icon
83
Verizon
VZ
$197B
$309K 0.12%
7,141
-409
-5% -$17.7K
HD icon
84
Home Depot
HD
$339B
$304K 0.11%
830
-87
-9% -$31.5K
VLO icon
85
Valero Energy
VLO
$88.5B
$298K 0.11%
2,219
+5
+0.2% +$623
NVS icon
86
Novartis
NVS
$292B
$281K 0.11%
2,319
-559
-19% -$63K
BXMX
87
DELISTED
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$273K 0.1%
19,673
-14
-0.1% -$184
XYLD icon
88
Global X S&P 500 Covered Call ETF
XYLD
$3.26B
$273K 0.1%
7,007
-681
-9% -$26.1K
SYK icon
89
Stryker
SYK
$131B
$259K 0.1%
655
-13
-2% -$4.86K
EFA icon
90
iShares MSCI EAFE ETF
EFA
$78.4B
$257K 0.1%
2,870
-12
-0.4% -$1.02K
T icon
91
AT&T
T
$162B
$228K 0.09%
7,887
-371
-4% -$10.2K
VOT icon
92
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.6B
$228K 0.09%
800
– –
IWM icon
93
iShares Russell 2000 ETF
IWM
$81.5B
$227K 0.09%
1,053
– –
DOC icon
94
Healthpeak Properties
DOC
$14.9B
$227K 0.09%
12,954
-19,122
-60% -$340K
BND icon
95
Vanguard Total Bond Market
BND
$157B
$220K 0.08%
+2,994
New +$218K
D icon
96
Dominion Energy
D
$60.5B
$216K 0.08%
3,813
-134
-3% -$7.34K
IEFA icon
97
iShares Core MSCI EAFE ETF
IEFA
$191B
$213K 0.08%
2,556
-127
-5% -$10.1K
SCHB icon
98
Schwab US Broad Market ETF
SCHB
$43.9B
$209K 0.08%
8,774
+2
+0% +$44
PRF icon
99
Invesco FTSE RAFI US 1000 ETF
PRF
$9.89B
$201K 0.08%
4,750
– –
SGOV icon
100
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.9B
$201K 0.08%
1,994
– –
2 3
4
5 6

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Armor Investment Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Armor Investment Advisors held 160 positions worth $265M, up 9.8% from $242M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Armor Investment Advisors's Q2 2025 filing shows 6 new, 30 increased, 65 reduced and 7 closed positions. Its largest new stake was Cohen & Steers Real Estate Active ETF: 89,087 shares worth $2.3M. The largest sale was Healthcare Realty, an estimated $847K.

By sector, the portfolio is most concentrated in Financials at 3.6% of assets, down from 3.9% a quarter earlier, followed by Communication Services and Technology.

  • Armor Investment Advisors's largest Q2 2025 buy was Cohen & Steers Real Estate Active ETF: 89,087 shares worth $2.3M.
  • Armor Investment Advisors added most to iShares Core S&P 500 ETF in Q2 2025, an estimated $954K increase.
  • Armor Investment Advisors's biggest Q2 2025 reduction was Healthcare Realty, cutting an estimated $847K.
  • Armor Investment Advisors fully exited FedEx in Q2 2025, selling an estimated $291K.
  • Armor Investment Advisors's ten largest holdings make up 49% of its $265M portfolio in Q2 2025.
  • Armor Investment Advisors opened 6 new positions and closed 7 in Q2 2025.
  • Armor Investment Advisors's portfolio value rose 9.8% quarter-over-quarter to $265M.

Based on Armor Investment Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.