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Asset Manager ← All Institutions

Arrow Investment Advisors, LLC

6100 CHEVY CHASE DR SUITE 100, LAUREL, MD 20707 • 301-260-1001

Q2 2025 · Filed 2025-07-11
Market Value
$103M
+9.3%
Holdings
71
+10
New Purchases
26
Added To
9
Closed
20
Reduced
12
Top 10 Concentration
75.9%
Turnover
64.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IEV 4.11% 0.00% +4.11% $4M
GYLD 3.91% 0.00% +3.91% $4M
EZU 3.90% 0.00% +3.90% $4M
SPLV 3.66% 0.00% +3.66% $4M
SHY 3.85% 1.33% +2.52% $4M
NFLX 2.14% 0.00% +2.14% $2M
AMZN 1.93% 0.00% +1.93% $2M
GOOG 1.59% 0.00% +1.59% $2M
AAPL 1.58% 0.00% +1.58% $2M
EPOL 0.68% 0.00% +0.68% $702K
EWG 0.65% 0.00% +0.65% $675K
ENOR 0.65% 0.00% +0.65% $671K
EWS 0.65% 0.00% +0.65% $669K
ECH 0.65% 0.00% +0.65% $667K
NEM 0.28% 0.00% +0.28% $287K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVW 0.00% 4.90% -4.90% $0
QUAL 0.00% 4.84% -4.84% $0
XLK 0.00% 4.28% -4.28% $0
ARCM 39.73% 43.45% -3.72% $41M
PFM 0.00% 3.69% -3.69% $0
EMB 0.00% 1.41% -1.41% $0
HYG 0.00% 1.39% -1.39% $0
TLT 0.00% 1.37% -1.37% $0
EWD 0.00% 0.65% -0.65% $0
EWQ 0.00% 0.65% -0.65% $0
EWA 0.00% 0.57% -0.57% $0
INDA 0.00% 0.57% -0.57% $0
EWT 0.00% 0.53% -0.53% $0
MO 0.00% 0.47% -0.47% $0
XLF 3.60% 3.99% -0.39% $4M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 93.7%
Energy 3.5%
Real Estate 1.1%
Basic Materials 0.7%
Industrials 0.4%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 8 $9M 9.0%
Large Cap 22 $20M 19.7%
Mid Cap 15 $16M 15.1%
Small Cap 20 $7M 7.3%
Micro Cap 6 $51M 49.0%

Portfolio Analytics

Avg Market Cap
$216.7B
Median Market Cap
$7.1B
Avg P/E
25.3
Median P/E
20.3
Avg Dividend Yield
0.05%
Avg Beta
0.92
# Stocks
32
# ETFs / Funds
39

Top Holdings (71 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ARCM 39.73% 409,003 $41M $100.20 -$12K
2 DWCR 4.73% 143,966 $5M $33.87 $678K
3 XLI 4.51% 31,551 $5M $147.52 $252K -2,036 -6.1%
4 IEV 4.11% 67,083 $4M $63.25 +67,083 NEW
5 MTUM 3.94% 16,903 $4M $240.32 $418K -1,126 -6.2%
6 GYLD 3.91% 307,217 $4M $13.13 +307,217 NEW
7 EZU 3.90% 67,636 $4M $59.45 +67,636 NEW
8 SHY 3.85% 47,902 $4M $82.86 $3M +32,761 +216.4%
9 SPLV 3.66% 51,863 $4M $72.82 +51,863 NEW
10 XLF 3.60% 70,912 $4M $52.37 -$48K -4,606 -6.1%
11 NFLX 2.14% 7,304 $2M $302.03 +7,304 NEW
12 AMZN 1.93% 23,687 $2M $84.00 +23,687 NEW
13 GOOG 1.59% 18,479 $2M $88.73 +18,479 NEW
14 AAPL 1.58% 12,524 $2M $129.93 +12,524 NEW
15 ICF 1.34% 22,663 $1M $61.16 -$107K -1,597 -6.6%
16 LQD 1.26% 11,860 $1M $109.61 $11K
17 TIP 1.24% 11,631 $1M $110.04 -$12K
18 VUG 1.16% 2,740 $1M $438.40 $98K -236 -7.9%
19 RFG 0.84% 17,680 $862K $48.75 $86K -21 -0.1%
20 EPOL 0.68% 21,751 $702K $32.26 +21,751 NEW
21 EIS 0.66% 7,212 $684K $94.88 $148K -3 -0.0%
22 EWP 0.66% 15,431 $679K $44.03 $7K -2,235 -12.7%
23 EWI 0.66% 14,096 $679K $48.14 $34K -1,145 -7.5%
24 EZA 0.66% 12,572 $676K $53.75 $50K -438 -3.4%
25 EWG 0.65% 15,957 $675K $42.31 +15,957 NEW
26 ENOR 0.65% 24,065 $671K $27.87 +24,065 NEW
27 EWS 0.65% 25,762 $669K $25.98 +25,762 NEW
28 ECH 0.65% 21,216 $667K $31.45 +21,216 NEW
29 MCHI 0.64% 11,974 $660K $55.10 $24K +294 +2.5%
30 TMUS 0.29% 1,240 $295K $238.26 -$17K +67 +5.7%
31 GRMN 0.29% 1,412 $295K $208.72 -$1K +49 +3.6%
32 WBA 0.28% 25,422 $292K $11.48 -$26K -3,059 -10.7%
33 NEM 0.28% 4,933 $287K $58.26 +4,933 NEW
34 BRK-B 0.28% 589 $286K $485.77 +589 NEW
35 KR 0.28% 3,966 $284K $71.73 +3,966 NEW
36 SBLK 0.22% 13,209 $228K $17.25 +13,209 NEW
37 TX 0.21% 7,345 $221K $30.10 +7,345 NEW
38 EPR 0.20% 3,523 $205K $58.26 +3,523 NEW
39 HR 0.19% 12,477 $198K $15.86 +12,477 NEW
40 GEL 0.18% 10,678 $184K $17.23 -$31K -3,008 -22.0%
41 PK 0.17% 17,581 $180K $10.23 +17,581 NEW
42 BDN 0.17% 40,557 $174K $4.29 $51K +13,042 +47.4%
43 GNL 0.17% 22,957 $173K $7.55 $4K +1,918 +9.1%
44 PDM 0.17% 23,772 $173K $7.29 $47K +6,645 +38.8%
45 BNL 0.17% 10,741 $172K $16.05 +10,741 NEW
46 CHCT 0.16% 10,123 $168K $16.63 +10,123 NEW
47 KRP 0.16% 11,798 $165K $13.96 +11,798 NEW
48 GMRE 0.15% 22,232 $154K $6.93 -$21K +2,171 +10.8%
49 IEP 0.14% 17,815 $143K $8.05 $6K +2,677 +17.7%
50 BSM 0.14% 10,943 $143K $13.08 +10,943 NEW
51 AES 0.13% 13,236 $139K $10.52 +13,236 NEW
52 ONL —% -$87K -40,499 -100.0% SOLD
53 EMB —% -$1M -14,695 -100.0% SOLD
54 PFM —% -$3M -76,005 -100.0% SOLD
55 F-PD —% -$105K -10,511 -100.0% SOLD
56 EWD —% -$617K -14,658 -100.0% SOLD
57 EWT —% -$501K -10,551 -100.0% SOLD
58 TLT —% -$1M -14,152 -100.0% SOLD
59 MO —% -$440K -7,326 -100.0% SOLD
60 MPT —% -$245K -40,607 -100.0% SOLD
61 PSLV —% -$134K -11,561 -100.0% SOLD
62 INDA —% -$536K -10,415 -100.0% SOLD
63 PM —% -$259K -1,633 -100.0% SOLD
64 OKE —% -$210K -2,121 -100.0% SOLD
65 EWQ —% -$609K -15,313 -100.0% SOLD
66 QUAL —% -$5M -26,705 -100.0% SOLD
67 EWA —% -$536K -22,877 -100.0% SOLD
68 DBP —% -$231K -3,228 -100.0% SOLD
69 XLK —% -$4M -19,578 -100.0% SOLD
70 HYG —% -$1M -16,580 -100.0% SOLD
71 IVW —% -$5M -49,823 -100.0% SOLD

Options Breakdown

2 Calls $173K Call Value 2 Puts $2M Put Value 8.79 P/C Ratio

Top Calls

SymbolSharesValueStatus
GOOG 1,000 $89K NEW
AMZN 1,000 $84K NEW

Top Puts

SymbolSharesValueStatus
NFLX 5,000 $1M NEW
GOOG 500 $44K NEW

New Positions

SymbolValue% Port
IEV $4M 4.11%
GYLD $4M 3.91%
EZU $4M 3.90%
SPLV $4M 3.66%
NFLX $2M 2.14%
AMZN $2M 1.93%
GOOG $2M 1.59%
AAPL $2M 1.58%
EPOL $702K 0.68%
EWG $675K 0.65%
ENOR $671K 0.65%
EWS $669K 0.65%
ECH $667K 0.65%
NEM $287K 0.28%
BRK-B $286K 0.28%

Sold Out Positions

SymbolValue% Port
MO —%
PM —%
MPT —%
ONL —%
OKE —%
EWA —%
EWQ —%
HYG —%
INDA —%
PSLV —%
PFM —%
EWT —%
TLT —%
EMB —%
EWD —%
View SEC EDGAR Filings for Arrow Investment Advisors, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms