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LGRO - ETF AI Analysis
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Level Four Large Cap Growth Active ETF (LGRO)
Rating:75Outperform
Price Target:
$46.00
Positive Factors
Strong Top Holdings
Several key positions, such as Nvidia, Alphabet, and Snowflake, have delivered strong year-to-date performance, driving the ETF's returns.
Sector Focus on Growth Areas
The ETF is heavily weighted in technology and consumer cyclical sectors, which have historically shown strong growth potential.
Healthy Year-to-Date Performance
The fund has achieved solid year-to-date gains, indicating strong momentum in its portfolio.
Negative Factors
High Sector Concentration
Over 50% of the ETF is allocated to technology, making it vulnerable to downturns in that sector.
Limited Geographic Diversification
With nearly all assets focused on U.S. companies, the fund lacks exposure to international markets.
Moderate Expense Ratio
The ETF's expense ratio is higher than some passive funds, which could slightly reduce long-term returns.
LGRO vs. SPDR S&P 500 ETF (SPY)
AUM121.97M
RegionNorth America
Expense Ratio0.50%
Beta1.24
IssuerALPS
Inception DateAug 22, 2023
Dividend Yield0.27%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,147
30 Day Avg. Volume6,719
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
48.95Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering50
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LGRO Summary
The Level Four Large Cap Growth Active ETF (LGRO) is designed for investors who want to invest in large, fast-growing companies in the U.S. It focuses on industries like technology, consumer goods, and communication services, with top holdings including well-known companies like Apple and Alphabet (Google). This ETF is actively managed, meaning experts adjust the portfolio to take advantage of market opportunities. Investors might consider LGRO for potential growth and diversification across leading industries. However, since it’s heavily invested in tech stocks, its performance can be significantly affected by changes in the technology sector or broader market trends.
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 technology, with Apple, Microsoft, and Nvidia leading the charge in its portfolio. Nvidia’s impressive growth in AI infrastructure has been a standout, while Apple and Microsoft have shown steady performance, though Apple seems to be losing some steam. Amazon, on the other hand, has been a drag on the fund, with mixed results and challenges in its cloud business. The ETF’s focus on U.S. large-cap growth stocks means it’s riding the wave of tech innovation, but its concentrated exposure to this sector could amplify risks if market sentiment shifts.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 7.18% | $8.60M | $3.99T | 21.29% | 80 Outperform | |
| Amazon | 6.48% | $7.76M | $2.67T | 20.82% | 76 Outperform | |
| Alphabet Class A | 5.93% | $7.10M | $3.35T | 61.07% | 80 Outperform | |
| Microsoft | 5.70% | $6.83M | $3.82T | 20.70% | 82 Outperform | |
| Nvidia | 4.34% | $5.19M | $4.83T | 34.06% | 85 Outperform | |
| UnitedHealth | 3.17% | $3.79M | $299.68B | -45.07% | 76 Outperform | |
| Uber Technologies | 3.02% | $3.61M | $196.71B | 24.73% | 79 Outperform | |
| PayPal Holdings | 2.85% | $3.42M | $61.83B | -16.40% | 78 Outperform | |
| RH | 2.72% | $3.26M | $3.07B | -48.65% | 47 Neutral | |
| Snowflake | 2.69% | $3.22M | $89.92B | 118.60% | 69 Neutral |
LGRO Technical Analysis
Positive
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Price Trends
40.27
Positive
38.74
Positive
36.20
Positive
Market Momentum
0.40
Positive
54.01
Neutral
33.17
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 40.99, equal to the 50-day MA of 40.27, and equal to the 200-day MA of 36.20, indicating a bullish trend. The MACD of 0.40 indicates Positive momentum. The RSI at 54.01 is Neutral, neither overbought nor oversold. The STOCH value of 33.17 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
Performance Comparison
LGRO
Level Four Large Cap Growth Active ETF
41.26
6.56
18.90%
TGRT
T. Rowe Price Growth ETF
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IWLG
IQ Winslow Large Cap Growth ETF
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LRGE
ClearBridge Large Cap Growth ESG ETF
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QDVO
Amplify CWP Growth & Income ETF
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LRGG
Macquarie Focused Large Growth ETF
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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.
Disclaimer
This 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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