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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, the Level Four Large Cap Growth Active ETF, earns a solid overall rating largely because it is anchored by high-quality tech leaders like Microsoft, Apple, Alphabet, Amazon, and Nvidia, all showing strong financial performance and long-term growth potential in cloud, AI, and digital services. The rating is held back somewhat by more challenged holdings such as Snowflake and Twilio, where profitability, valuation, and bearish technical signals add risk. The main risk factor is the fund’s heavy concentration in large-cap technology and growth names, which can make it more sensitive to market swings in that sector.
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains over the past year-to-date and recent months, showing positive momentum for investors.
Leading Growth Companies in Top Holdings
Many of the largest positions, such as Apple, Alphabet, Amazon, Nvidia, UnitedHealth, Twilio, and Snowflake, have shown strong or improving performance, helping drive the fund’s returns.
Focused but Varied Sector Exposure
While technology is the largest slice of the portfolio, the fund also holds meaningful stakes in consumer, communication services, financials, and health care, providing some diversification across different parts of the economy.
Negative Factors
High Technology Concentration
Nearly half of the fund is invested in technology stocks, which can make the ETF more sensitive to swings in that single sector.
Heavy U.S. Market Focus
With almost all assets in U.S. companies, the fund offers limited geographic diversification and is heavily tied to the U.S. market’s fortunes.
Mixed Performance Among Top Holdings
Some key positions like Microsoft, PayPal, and RH have shown weaker or negative performance, which can offset gains from stronger holdings and add volatility.

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, with well-known holdings like Apple and Microsoft, along with companies such as Amazon and Nvidia. Someone might invest in LGRO to seek long-term growth and diversification across many leading U.S. businesses, while letting professional managers decide when to adjust the holdings. A key risk is that it is heavily tilted toward tech and other growth stocks, so its price can rise and fall more 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. Big Tech and cloud names, with Microsoft and Apple acting as the steady anchors of performance—Microsoft rising on AI and cloud strength, while Apple is losing a bit of steam near term. Amazon and Alphabet are more mixed, occasionally tugging the fund sideways as their valuations and costs get scrutinized. The real excitement comes from high-octane software and data plays like Nvidia, Snowflake, and Twilio, which have been rising but add volatility. Overall, this is a tech-first, U.S.-centric growth story with a few healthcare and fintech names smoothing the ride.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Microsoft7.13%$10.18M$3.69T-2.60%
79
Outperform
Apple6.47%$9.24M$4.57T35.27%
79
Outperform
Amazon4.49%$6.41M$2.81T10.65%
71
Outperform
Alphabet Class A4.31%$6.15M$4.17T64.84%
85
Outperform
Nvidia4.27%$6.10M$5.07T26.54%
76
Outperform
PayPal Holdings3.70%$5.28M$52.88B-12.26%
76
Outperform
Twilio3.60%$5.14M$35.09B126.84%
70
Neutral
UnitedHealth3.31%$4.72M$359.94B30.68%
72
Outperform
Snowflake3.20%$4.56M$109.31B36.56%
54
Neutral
MongoDB2.76%$3.94M$32.66B37.34%
75
Outperform

LGRO Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
45.05
Positive
100DMA
43.38
Positive
200DMA
41.55
Positive
Market Momentum
MACD
0.64
Positive
RSI
65.10
Neutral
STOCH
61.45
Neutral
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 47.07, equal to the 50-day MA of 45.05, and equal to the 200-day MA of 41.55, indicating a bullish trend. The MACD of 0.64 indicates Positive momentum. The RSI at 65.10 is Neutral, neither overbought nor oversold. The STOCH value of 61.45 is Neutral, 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
$142.77M0.50%
69
Neutral
$747.72M0.56%
70
Neutral
$599.96M0.39%
75
Outperform
$386.01M0.65%
75
Outperform
$378.04M0.48%
74
Outperform
$340.21M0.54%
74
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
LGRO
Level Four Large Cap Growth Active ETF
47.58
9.50
24.95%
QDVO
Amplify CWP Growth & Income ETF
FLCG
Federated Hermes MDT Large Cap Growth ETF
CAML
Congress Large Cap Growth ETF
LRGE
ClearBridge Large Cap Growth ESG ETF
CARK
CastleArk Large 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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