AQLG - ETF AI Analysis
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Highland Capital Large Capital Growth ETF (AQLG)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Mega-Cap Tech Leaders
Top positions in well-known technology companies like Apple, Microsoft, Alphabet, Broadcom, and Nvidia have shown strong to steady performance, helping support the fund’s returns.
Broad Sector Diversification
Holdings spread across technology, financials, energy, consumer, health care, and other sectors help reduce the impact if any single industry runs into trouble.
Positive Year-to-Date Performance
The ETF has delivered a positive return so far this year, indicating that its mix of large-cap growth stocks has generally been working for investors.
Negative Factors
High U.S. Market Concentration
With the vast majority of assets in U.S. companies and very little abroad, the fund is heavily tied to the health of the U.S. market and economy.
Meaningful Financial Sector Exposure
A large allocation to financial stocks means the ETF could be more sensitive to interest rate changes, credit conditions, and banking sector stress.
Above-Average Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the investment return is used to cover fees instead of staying in investors’ pockets.
AQLG vs. SPDR S&P 500 ETF (SPY)
AUM77.22M
RegionNorth America
Expense Ratio0.65%
Beta0.63
IssuerHCM
Inception DateJun 08, 2026
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume41
30 Day Avg. Volume17
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
31.01Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering129
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AQLG Summary
AQLG is the Highland Capital Large Capital Growth ETF, an actively managed fund that focuses on big U.S. companies expected to grow faster than the overall market. It doesn’t track a fixed index, but instead picks stocks based on company earnings, sales growth, and stock price trends. The fund leans toward growth areas like technology and financials, and holds well-known names such as Apple and Microsoft. Someone might invest in AQLG for long-term growth and added diversification within large U.S. stocks. A key risk is that growth-focused stocks can be more volatile and may fall quickly when the market or investor sentiment turns negative.
How much will it cost me?This ETF has an expense ratio of 0.65%, which means you’ll pay about $6.50 per year for every $1,000 you invest. That’s higher than the average ETF because it’s actively managed, with managers researching and selecting individual large-cap growth stocks rather than just tracking an index.
What would affect this ETF?This U.S. large‑cap growth ETF could benefit if technology and consumer spending stay strong, interest rates stabilize or fall (helping big banks and growth stocks), and the economy continues to expand, supporting companies like Alphabet, Apple, Amazon, and major financials. On the downside, rising interest rates, a U.S. recession, tighter banking regulations, or a pullback in high‑growth tech and financial stocks could hurt performance, and its concentrated, actively managed approach may lead to larger swings than a more diversified index fund.
AQLG Top 10 Holdings
AQLG leans heavily into Big Tech, with Apple and Microsoft acting as the main engines of growth as their shares keep rising on the back of strong earnings and momentum in cloud and services. Nvidia and Broadcom add an AI‑chip flavor, though their recent performance has been more mixed, suggesting some fatigue after a powerful run. On the financial side, Bank of America and Citigroup have been lagging lately, tempering gains and adding a more cyclical tilt. Overall, this is a U.S.-centric, growth‑focused portfolio with a clear tech and financial backbone.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 5.49% | $4.24M | $4.90T | 33.51% | 79 Outperform | |
| Alphabet Class A | 4.64% | $3.58M | $4.17T | 39.50% | 85 Outperform | |
| ― | 3.69% | $2.85M | ― | ― | ― | |
| Citigroup | 3.30% | $2.55M | $221.59B | 29.84% | 68 Neutral | |
| Kinder Morgan | 3.25% | $2.51M | $69.59B | 9.00% | 68 Neutral | |
| Broadcom | 3.07% | $2.37M | $1.67T | 5.46% | 76 Outperform | |
| Nvidia | 3.00% | $2.32M | $5.41T | 26.31% | 76 Outperform | |
| Microsoft | 2.98% | $2.30M | $3.70T | 0.92% | 79 Outperform | |
| First Horizon | 2.96% | $2.29M | $10.98B | 2.67% | 73 Outperform | |
| CrowdStrike Holdings | 2.95% | $2.28M | $265.89B | 109.49% | 67 Neutral |
AQLG Technical Analysis
Neutral
―
Price Trends
26.33
Negative
Market Momentum
-0.02
Positive
49.30
Neutral
45.17
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AQLG, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 26.35, equal to the 50-day MA of 26.33, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.02 indicates Positive momentum. The RSI at 49.30 is Neutral, neither overbought nor oversold. The STOCH value of 45.17 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for AQLG.
AQLG Peer Comparison
Comparison Results
Performance Comparison
AQLG
Highland Capital Large Capital Growth ETF
26.31
1.33
5.32%
PRXG
Praxis Impact Large Cap Growth ETF
―
―
―
AFGR
First Trust Active Factor Large Cap Growth ETF
―
―
―
CGGG
Capital Group U.S. Large Growth ETF
―
―
―
IWFG
IQ Winslow Focused Large Cap Growth ETF
―
―
―
SGRT
SMART Earnings Growth 30 ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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