LRND - ETF AI Analysis

Top Page

IQ U.S. Large Cap R&D Leaders ETF (LRND)

Rating:74Outperform

Price Target:―

LRND’s rating reflects a portfolio led by high-quality, innovation-focused giants like Alphabet and Nvidia, whose strong financial performance and strategic investments in AI and cloud drive much of the fund’s appeal. Other major holdings such as Apple, Microsoft, and Broadcom further support the rating with solid profitability and long-term growth themes, though pockets of risk from high valuations, mixed technical signals, and company-specific issues like Amazon’s cash flow management and Eli Lilly’s leverage slightly temper the overall picture. The main risk factor is the fund’s heavy concentration in large U.S. tech and AI-related companies, which can make performance more sensitive to shifts in that sector.

Positive Factors

Strong Top Holdings Performance

Several of the largest positions, including Apple, Nvidia, Alphabet, Eli Lilly, Amazon, Broadcom, Applied Materials, and Cisco, have shown strong gains, helping support the ETF’s overall returns.

Focused Exposure to Innovative Sectors

The fund is heavily invested in technology and communication services, giving investors targeted exposure to companies that are leaders in research and development.

Low Expense Ratio

The ETF charges a relatively low fee, which helps investors keep more of the fund’s performance over time.

Negative Factors

High Concentration in a Few Stocks

A large share of the portfolio is tied up in a small number of companies like Apple, Nvidia, Microsoft, and Alphabet, increasing the impact if any of these stocks struggle.

Underperforming Key Holdings

Major positions such as Microsoft and Meta have shown weak performance recently, which can drag on the fund’s results despite strength elsewhere.

Heavy U.S. and Tech Exposure

With most assets in U.S. companies and a strong tilt toward technology, the ETF may be more sensitive to downturns in the U.S. market or the tech sector.

LRND Historical Chart

AUM463.36M

RegionNorth America

Expense Ratio0.14%

Beta1.15

IssuerNYLIM

Inception DateFeb 08, 2022

Dividend Yield0.31%

Asset ClassEquity

Index TrackedNYLIM U.S. Large Cap R&D Leaders Index - USD - Benchmark TR Gross

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume857

30 Day Avg. Volume37,975

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

58.41

Price Target Upside― Downside

Rating ConsensusStrong Buy

Number of Analyst Covering107

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

LRND Summary

IQ U.S. Large Cap R&D Leaders ETF (LRND) is a fund that tracks the NYLI U.S. Large Cap R&D Leaders Index, focusing on big U.S. companies that spend heavily on research and development. It holds many well-known names like Apple and Nvidia, along with other major tech and healthcare firms that aim to drive future innovation. Someone might invest in this ETF to seek long-term growth and diversification by backing companies that are trying to build the next wave of products and technologies. A key risk is that it is heavily tilted toward technology stocks, so its price can rise and fall sharply with that sector.

How much will it cost me?The IQ U.S. Large Cap R&D Leaders ETF (Ticker: LRND) has an expense ratio of 0.14%, meaning you’ll pay $1.40 per year for every $1,000 invested. This is lower than average because it’s passively managed, tracking an index rather than relying on active stock-picking strategies.

What would affect this ETF?The LRND ETF, heavily focused on technology and innovation-driven sectors, could benefit from continued advancements in AI, cloud computing, and healthcare innovation, especially given its top holdings like Nvidia, Apple, and Microsoft. However, it may face challenges if interest rates rise, as growth-focused companies often rely on borrowing for expansion, or if regulatory pressures increase in the tech and healthcare industries. Economic conditions in the U.S., where the ETF is geographically concentrated, will also play a significant role in its performance.

LRND Top 10 Holdings

LRND is essentially an innovation engine powered by U.S. Big Tech and chipmakers. Nvidia and AMD are the fund’s turbochargers, with both stocks rising sharply and doing much of the heavy lifting. Apple and Meta are also climbing, adding steady fuel to returns. On the flip side, Broadcom and Amazon have been lagging lately, occasionally acting like sand in the gears rather than oil. With most of its weight in U.S. technology names, the ETF is heavily concentrated in the American AI-and-cloud story, with only a small tilt toward health care via Eli Lilly.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	16.79%	$78.26M	$5.53T	25.18%	76 Outperform
GOOGL	Alphabet Class A	12.56%	$58.56M	$4.28T	48.65%	85 Outperform
AAPL	Apple	9.23%	$43.01M	$4.91T	37.25%	79 Outperform
MSFT	Microsoft	7.58%	$35.34M	$3.97T	4.72%	79 Outperform
AMZN	Amazon	4.56%	$21.24M	$2.83T	21.29%	71 Outperform
LLY	Eli Lilly & Co	4.46%	$20.80M	$1.11T	40.32%	72 Outperform
AVGO	Broadcom	4.39%	$20.47M	$1.73T	10.94%	76 Outperform
META	Meta Platforms	4.32%	$20.13M	$1.83T	1.90%	76 Outperform
AMD	Advanced Micro Devices	4.15%	$19.35M	$992.71B	182.97%	73 Outperform
PLTR	Palantir Technologies	2.01%	$9.38M	$502.36B	19.16%	74 Outperform

LRND Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

46.93

Positive

100DMA

45.61

Positive

200DMA

42.92

Positive

Market Momentum

MACD

0.66

Negative

RSI

63.46

Neutral

STOCH

71.46

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LRND, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 47.69, equal to the 50-day MA of 46.93, and equal to the 200-day MA of 42.92, indicating a bullish trend. The MACD of 0.66 indicates Negative momentum. The RSI at 63.46 is Neutral, neither overbought nor oversold. The STOCH value of 71.46 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LRND.

LRND Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
LRND	―	―	$463.36M	0.14%	74 Outperform
CVLC	―	―	$999.94M	0.15%	74 Outperform
SPHB	―	―	$986.87M	0.25%	71 Outperform
IUS	―	―	$978.18M	0.19%	73 Outperform
INFO	―	―	$950.85M	0.35%	74 Outperform
PTL	―	―	$890.84M	0.09%	70 Neutral

Performance Comparison

LRND

IQ U.S. Large Cap R&D Leaders ETF

48.81

9.13

23.01%

CVLC

Calvert US Large-Cap Core Responsible Index ETF

―

SPHB

Invesco S&P 500 High Beta ETF

―

IUS

Invesco RAFI Strategic US ETF

―

INFO

Harbor PanAgora Dynamic Large Cap Core ETF

―

PTL

Inspire 500 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: ―

Table of Contents