Financial Enhancement Group LLC
CIK:0001641438
Investment Adviser
$700M AUM
132 holdings
Anderson, IN, USA
Financial Enhancement Group provides wealth management and financial planning services. They use an evidence-based approach for investment, focusing on minimizing fees and managing risk.
Investment Strategy
Evidence-based approach using a multi-faceted strategy that includes fundamental company analysis, technical analysis, demographic trends, and shifts in institutional ownership.
Top Buys
A
AVDEAMERICAN CENTY ETF TR+$22.4M
I
IVOLKRANESHARES TRUST+$9.2M
F
FTSMFIRST TR EXCHANGE-TRADED FD+$8.1M
D
DYNFBLACKROCK ETF TRUST+$7.3M
X
XLKSELECT SECTOR SPDR TR+$7.2M
Top Sells
Q
QEFASPDR INDEX SHS FDS-$17.9M
X
XLFSELECT SECTOR SPDR TR-$7.0M
X
XLUSELECT SECTOR SPDR TR-$6.5M
X
XLISELECT SECTOR SPDR TR-$6.5M
S
SPYGSPDR SERIES TRUST-$5.1M
Top Holdings
S
SPLGSPDR SERIES TRUST+7.0%$52.5M
I
IJRISHARES TR+4.0%$29.7M
Q
QQQINVESCO QQQ TR+3.8%$28.6M
O
OEFISHARES TR+3.6%$26.9M
A
AVDEAMERICAN CENTY ETF TR+3.3%$24.8M
Equity Positions (129)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 7.05% | $52.5M | 663,226 | $67.08 | $78.34 | +$2.4M |
I IJR | ISHARES TR | 3.99% | $29.7M | 249,074 | $109.29 | $118.83 | +$1.6M |
Q QQQ | INVESCO QQQ TR | 3.84% | $28.6M | 46,842 | $551.79 | $600.37 | +$2.8M |
O OEF | ISHARES TR | 3.61% | $26.9M | 79,924 | $300.37 | $332.84 | +$2.8M |
A AVDE | AMERICAN CENTY ETF TR | 3.32% | $24.8M | 310,434 | $77.75 | $78.90 | +$22.4M |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+3.4%
ELECTRONIC COMPUTERS
+2.0%
COMMODITY CONTRACTS BROKERS & DEALERS
+1.8%
SERVICES-BUSINESS SERVICES, NEC
+1.8%
INDUSTRIAL INORGANIC CHEMICALS
+1.6%