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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
IWO icon
101
iShares Russell 2000 Growth ETF
IWO
$14.9B
$191K 0.06%
484
-34
-7% -$12.4K
EFA icon
102
iShares MSCI EAFE ETF
EFA
$80.1B
$179K 0.06%
1,722
– –
BBDC icon
103
Barings BDC
BBDC
$944M
$156K 0.05%
18,300
– –
VHT icon
104
Vanguard Health Care ETF
VHT
$19.3B
$154K 0.05%
515
– –
PFL
105
PIMCO Income Strategy Fund
PFL
$374M
$146K 0.05%
18,524
-3,212
-15% -$25.3K
HYDB icon
106
iShares High Yield Systematic Bond ETF
HYDB
$1.6B
$141K 0.05%
3,007
-13,634
-82% -$638K
QS icon
107
QuantumScape Corp
QS
$3.37B
$118K 0.04%
15,629
-4,543
-23% -$34.1K
IVW icon
108
iShares S&P 500 Growth ETF
IVW
$77.1B
$115K 0.04%
838
– –
EOD
109
Allspring Global Dividend Opportunity Fund
EOD
$287M
$111K 0.04%
17,022
– –
SCHG icon
110
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$110K 0.04%
3,260
– –
XJH icon
111
iShares ESG Screened S&P Mid-Cap ETF
XJH
$423M
$110K 0.04%
2,103
– –
VOE icon
112
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.3B
$97.8K 0.03%
495
– –
EUSB icon
113
iShares ESG Advanced Universal USD Bond ETF
EUSB
$708M
$89.1K 0.03%
2,051
– –
XLU icon
114
State Street Utilities Select Sector SPDR ETF
XLU
$22.2B
$84.8K 0.03%
1,870
– –
DMXF icon
115
iShares ESG Advanced MSCI EAFE ETF
DMXF
$971M
$83.8K 0.03%
991
– –
IGSB icon
116
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$80.2K 0.03%
1,530
-490
-24% -$25.7K
SUSB icon
117
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
$80K 0.03%
3,200
– –
GOOG icon
118
Alphabet (Google) Class C
GOOG
$4.1T
$63.6K 0.02%
180
– –
IYR icon
119
iShares US Real Estate ETF
IYR
$4.44B
$56.3K 0.02%
551
-42
-7% -$4.26K
XLY icon
120
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.4B
$54.7K 0.02%
466
– –
XLI icon
121
State Street Industrial Select Sector SPDR ETF
XLI
$32.2B
$52.8K 0.02%
285
– –
IJK icon
122
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$51.7K 0.02%
440
– –
VNQ icon
123
Vanguard Real Estate ETF
VNQ
$38.1B
$48.2K 0.02%
500
-32
-6% -$3.06K
QYLD icon
124
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.38B
$44.2K 0.01%
2,400
– –
XLF icon
125
State Street Financial Select Sector SPDR ETF
XLF
$55.5B
$43.5K 0.01%
812
-166
-17% -$8.63K
3 4
5
6 7

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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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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.