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Arrow Investment Advisors, LLC

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

Q4 2025 · Filed 2026-02-09
Market Value
$87M
-4.0%
Holdings
60
-6
New Purchases
8
Added To
4
Closed
14
Reduced
25
Top 10 Concentration
83.2%
Turnover
36.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ARCM 47.16% 45.33% +1.83% $41M
XRN 1.09% 0.24% +0.85% $946K
VBK 0.79% 0.00% +0.79% $682K
COLO 0.53% 0.00% +0.53% $461K
EPU 0.47% 0.00% +0.47% $405K
GREK 0.44% 0.00% +0.44% $386K
EWY 0.43% 0.00% +0.43% $374K
IEV 4.72% 4.45% +0.28% $4M
GYLD 4.77% 4.54% +0.24% $4M
EZU 4.97% 4.73% +0.24% $4M
IIPR 0.24% 0.00% +0.24% $204K
UHT 0.23% 0.00% +0.23% $203K
SPH 0.22% 0.00% +0.22% $189K
IVW 4.87% 4.70% +0.17% $4M
XLF 4.11% 3.98% +0.13% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RFG 0.00% 1.00% -1.00% $0
MCHI 0.00% 0.63% -0.63% $0
VUG 0.87% 1.45% -0.58% $759K
ECH 0.00% 0.56% -0.56% $0
ENOR 0.00% 0.55% -0.55% $0
EWG 0.00% 0.53% -0.53% $0
GRMN 0.00% 0.34% -0.34% $0
PWR 0.00% 0.33% -0.33% $0
KR 0.00% 0.32% -0.32% $0
BR 0.00% 0.30% -0.30% $0
SBLK 0.00% 0.25% -0.25% $0
HIW 0.00% 0.23% -0.23% $0
DEA 0.00% 0.23% -0.23% $0
ET 0.00% 0.19% -0.19% $0
EZA 0.46% 0.64% -0.18% $403K

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 1 $759K 0.9%
Large Cap 21 $24M 27.6%
Mid Cap 12 $11M 12.3%
Small Cap 21 $5M 6.3%
Micro Cap 5 $46M 52.9%

Portfolio Analytics

Avg Market Cap
$21.1B
Median Market Cap
$3.0B
Avg P/E
31.3
Median P/E
20.7
Avg Dividend Yield
0.07%
Avg Beta
0.91
# Stocks
29
# ETFs / Funds
31

Top Holdings (60 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ARCM 47.16% 409,003 $41M $100.10 -$43K
2 XLI 5.18% 28,975 $4M $155.12 -$93K -768 -2.6%
3 EZU 4.97% 67,282 $4M $64.10 $35K -1,783 -2.6%
4 IVW 4.87% 34,325 $4M $123.26 -$23K -910 -2.6%
5 GYLD 4.77% 307,217 $4M $13.49 $43K
6 IEV 4.72% 59,801 $4M $68.60 $83K -1,585 -2.6%
7 MTUM 4.48% 15,523 $4M $250.31 -$201K -411 -2.6%
8 XLF 4.11% 65,122 $4M $54.77 -$34K -1,725 -2.6%
9 TIP 1.47% 11,631 $1M $109.91 -$15K
10 TLT 1.45% 14,474 $1M $87.16 -$65K -371 -2.5%
11 LQD 1.38% 10,860 $1M $110.19 -$125K -1,000 -8.4%
12 CWB 1.25% 12,123 $1M $89.20 -$106K -1,000 -7.6%
13 HYG 1.22% 13,130 $1M $80.63 -$7K
14 EMB 1.14% 10,302 $992K $96.28 -$13K -251 -2.4%
15 XRN 1.09% 28,028 $946K $33.74 $731K +21,654 +339.7%
16 VUG 0.87% 1,555 $759K $487.86 -$556K -1,185 -43.2%
17 VBK 0.79% 2,257 $682K $302.11 +2,257 NEW
18 EIS 0.53% 4,205 $463K $110.03 -$58K -986 -19.0%
19 COLO 0.53% 12,931 $461K $35.64 +12,931 NEW
20 EWP 0.47% 7,650 $412K $53.91 -$137K -3,457 -31.1%
21 EPU 0.47% 5,598 $405K $72.35 +5,598 NEW
22 EPOL 0.46% 11,464 $403K $35.19 -$78K -3,473 -23.2%
23 EZA 0.46% 5,856 $403K $68.80 -$177K -3,193 -35.3%
24 EWI 0.45% 7,269 $395K $54.33 -$132K -2,877 -28.4%
25 GREK 0.44% 5,857 $386K $65.91 +5,857 NEW
26 EWS 0.44% 13,928 $383K $27.51 -$142K -4,616 -24.9%
27 EWY 0.43% 3,848 $374K $97.22 +3,848 NEW
28 TX 0.31% 7,058 $270K $38.19 $17K -201 -2.8%
29 NEM 0.30% 2,617 $261K $99.85 -$128K -2,002 -43.3%
30 GNL 0.28% 27,969 $241K $8.60 $25K +1,518 +5.7%
31 HAS 0.27% 2,874 $236K $82.00 -$58K -1,000 -25.8%
32 OHI 0.26% 5,181 $230K $44.34 $3K -194 -3.6%
33 BCE 0.26% 9,332 $222K $23.82 -$5K -373 -3.8%
34 CHCT 0.26% 13,486 $221K $16.42 $40K +1,649 +13.9%
35 BNL 0.24% 12,160 $211K $17.37 -$6K
36 HR 0.24% 12,082 $205K $16.95 -$29K -873 -6.7%
37 IIPR 0.24% 4,314 $204K $47.36 +4,314 NEW
38 PK 0.23% 19,461 $204K $10.46 -$12K
39 UHT 0.23% 5,185 $203K $39.21 +5,185 NEW
40 SPH 0.22% 10,175 $189K $18.54 +10,175 NEW
41 BSM 0.21% 13,986 $186K $13.29 $2K
42 GEL 0.18% 10,200 $159K $15.60 -$22K -648 -6.0%
43 BDN 0.17% 51,107 $149K $2.92 -$44K +4,676 +10.1%
44 KRP 0.17% 12,595 $148K $11.76 -$22K
45 IEP 0.16% 18,799 $142K $7.55 -$45K -3,417 -15.4%
46 TXO 0.14% 11,528 $123K $10.67 -$39K
47 ET —% -$176K -10,268 -100.0% SOLD
48 EWG —% -$478K -11,486 -100.0% SOLD
49 ENOR —% -$494K -17,322 -100.0% SOLD
50 KR —% -$288K -4,265 -100.0% SOLD
51 PWR —% -$298K -719 -100.0% SOLD
52 AES —% -$145K -11,003 -100.0% SOLD
53 DEA —% -$204K -8,876 -100.0% SOLD
54 MCHI —% -$568K -8,619 -100.0% SOLD
55 RFG —% -$901K -17,680 -100.0% SOLD
56 GRMN —% -$304K -1,235 -100.0% SOLD
57 BR —% -$275K -1,155 -100.0% SOLD
58 ECH —% -$503K -15,271 -100.0% SOLD
59 HIW —% -$204K -6,419 -100.0% SOLD
60 SBLK —% -$230K -12,360 -100.0% SOLD

New Positions

SymbolValue% Port
VBK $682K 0.79%
COLO $461K 0.53%
EPU $405K 0.47%
GREK $386K 0.44%
EWY $374K 0.43%
IIPR $204K 0.24%
UHT $203K 0.23%
SPH $189K 0.22%

Sold Out Positions

SymbolValue% Port
AES —%
DEA —%
GRMN —%
ET —%
BR —%
PWR —%
HIW —%
KR —%
MCHI —%
ECH —%
SBLK —%
EWG —%
ENOR —%
RFG —%
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