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LGRO - ETF AI Analysis

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LGRO

Level Four Large Cap Growth Active ETF (LGRO)

Rating:69Neutral
Price Target:
LGRO’s rating reflects a solid large-cap growth portfolio led by strong tech names like Alphabet, Microsoft, and Apple, whose robust financial performance, leadership in AI and cloud, and positive long-term outlooks support the fund’s quality. Holdings such as Amazon, Nvidia, and PayPal add further growth potential but come with risks from high valuations and some bearish or mixed technical signals, while Twilio’s profitability challenges also modestly weigh on the overall assessment. The main risk factor is the fund’s heavy exposure to technology and AI-related companies, which can increase volatility if market sentiment toward these sectors weakens.
Positive Factors
Leading Growth Companies in Top Holdings
The ETF’s largest positions include well-known growth leaders in technology and online services, which can help drive long-term returns.
Strong Recent One-Month Performance
The fund has shown a solid rebound over the past month, suggesting improving short-term momentum despite earlier weakness this year.
Focused Large-Cap Growth Exposure
By concentrating on large, established growth companies, the ETF targets firms with strong business models and significant market presence.
Negative Factors
Weak Year-to-Date Performance
The ETF’s overall performance so far this year has been negative, which may concern investors looking for steadier returns.
High Concentration in Technology
A large portion of the portfolio is invested in technology stocks, which increases the fund’s sensitivity to swings in that single sector.
Relatively High Expense Ratio
The fund’s management fee is on the higher side for an ETF, which can gradually reduce net returns compared with lower-cost alternatives.

LGRO vs. SPDR S&P 500 ETF (SPY)

LGRO Summary

LGRO is an actively managed ETF that focuses on large U.S. companies with strong growth potential, rather than tracking a fixed index. It leans heavily toward technology and other fast-growing sectors. Well-known holdings include Microsoft, Apple, Amazon, and Nvidia. Someone might invest in LGRO if they want a simple way to own a basket of leading growth companies and aim for long-term growth, instead of picking individual stocks. However, because it is concentrated in growth and tech-related names, its price can rise and fall more sharply than the overall market.
How much will it cost me?The Level Four Large Cap Growth Active ETF (LGRO) has an expense ratio of 0.5%, meaning you’ll pay $5 per year for every $1,000 invested. This is higher than average because it’s actively managed, which involves more hands-on decision-making to try to outperform the market.
What would affect this ETF?LGRO's focus on large-cap growth stocks, particularly in technology and consumer sectors, positions it to benefit from innovation and economic expansion in the U.S. However, its heavy reliance on tech giants like Apple, Microsoft, and Nvidia makes it vulnerable to regulatory changes, market volatility, or slowing growth in the tech industry. Additionally, rising interest rates could negatively impact growth stocks, while a strong U.S. economy and advancements in technology could drive positive performance.

LGRO Top 10 Holdings

LGRO is leaning heavily into U.S. tech, with names like Nvidia and Micron acting as the fund’s turbochargers thanks to their strong, AI-fueled momentum. Alphabet and Amazon are also helping, though their recent moves have been a bit more mixed, adding some wobble to the ride. On the flip side, Microsoft and PayPal have been lagging, quietly tugging on performance instead of pushing it forward. Overall, this is a North America–centric, growth-first portfolio where a handful of big tech and chip names do most of the heavy lifting.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Apple6.96%$9.52M$4.53T47.93%
79
Outperform
Microsoft5.92%$8.09M$2.90T-22.12%
79
Outperform
Alphabet Class A5.01%$6.85M$4.34T110.50%
85
Outperform
Amazon4.63%$6.33M$2.61T12.14%
71
Outperform
Nvidia3.97%$5.42M$4.71T22.22%
76
Outperform
UnitedHealth3.79%$5.18M$386.29B35.84%
72
Outperform
Twilio3.38%$4.63M$31.77B71.21%
70
Neutral
PayPal Holdings2.94%$4.02M$40.11B-39.90%
76
Outperform
Snowflake2.76%$3.77M$90.17B17.27%
54
Neutral
RH2.70%$3.68M$3.20B-14.81%
49
Neutral

LGRO Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
42.60
Positive
100DMA
40.53
Positive
200DMA
40.60
Positive
Market Momentum
MACD
0.33
Negative
RSI
58.21
Neutral
STOCH
88.79
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LGRO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 42.97, equal to the 50-day MA of 42.60, and equal to the 200-day MA of 40.60, indicating a bullish trend. The MACD of 0.33 indicates Negative momentum. The RSI at 58.21 is Neutral, neither overbought nor oversold. The STOCH value of 88.79 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LGRO.

LGRO Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$135.22M0.50%
69
Neutral
$730.12M0.56%
73
Outperform
$724.38M0.56%
66
Neutral
$562.30M0.39%
74
Outperform
$440.00M0.48%
74
Outperform
$380.77M0.65%
74
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
LGRO
Level Four Large Cap Growth Active ETF
43.72
6.43
17.24%
QDVO
Amplify CWP Growth & Income ETF
CNEQ
Alger Concentrated Equity ETF
FLCG
Federated Hermes MDT Large Cap Growth ETF
LRGE
ClearBridge Large Cap Growth ESG ETF
CAML
Congress Large Cap Growth 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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