LRND - ETF AI Analysis
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IQ U.S. Large Cap R&D Leaders ETF (LRND)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month and quarter, indicating positive recent momentum.
Low Expense Ratio
The fund charges relatively low fees, which helps investors keep more of their returns over time.
Exposure to Leading Growth Companies
Many of the top holdings are large, well-known technology and internet companies that have delivered strong or steady performance this year.
Negative Factors
Heavy Concentration in a Few Stocks
A small number of large technology names make up a big share of the portfolio, increasing the impact if any of them perform poorly.
Sector Concentration in Technology
More than half of the fund is invested in the technology sector, which can make the ETF more sensitive to swings in tech stocks.
Limited Geographic Diversification
The ETF is almost entirely invested in U.S. companies, offering little exposure to markets outside the United States.
LRND vs. SPDR S&P 500 ETF (SPY)
AUM377.10M
RegionNorth America
Expense Ratio0.14%
Beta1.13
IssuerNew York Life Investments
Inception DateFeb 08, 2022
Dividend Yield0.42%
Asset ClassEquity
Index TrackedNYLI U.S. Large Cap R&D Leaders Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume438
30 Day Avg. Volume28,081
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
54.48Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering108
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LRND Summary
The IQ U.S. Large Cap R&D Leaders ETF (LRND) 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 is packed with well-known names like Nvidia, Apple, Microsoft, Amazon, and Meta, with a strong tilt toward technology and communication services. Someone might invest in LRND to seek long-term growth by backing innovative market leaders while still getting diversification across several industries. A key risk is that it is heavily exposed to tech and innovation-focused stocks, so its price can rise and fall more than the overall market.
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-heavy U.S. tech story, with Nvidia, Apple, Microsoft, Alphabet, and Broadcom steering most of the ride. Nvidia and Broadcom have been rising over the past few months, but Nvidia has cooled lately, while Apple and Alphabet remain steady engines of growth despite recent bumps. Microsoft and Amazon are losing a bit of steam in the short term, and Meta is clearly lagging. With most of the weight in U.S. mega-cap tech and communication names, the fund is highly concentrated in the American AI-and-cloud boom.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 13.90% | $52.45M | $4.53T | 47.93% | 79 Outperform | |
| Nvidia | 13.71% | $51.76M | $4.71T | 22.22% | 76 Outperform | |
| Microsoft | 9.16% | $34.57M | $2.90T | -22.12% | 79 Outperform | |
| Alphabet Class A | 9.14% | $34.50M | $4.34T | 110.50% | 85 Outperform | |
| Eli Lilly & Co | 6.12% | $23.09M | $1.14T | 58.88% | 72 Outperform | |
| Amazon | 4.04% | $15.26M | $2.61T | 12.14% | 71 Outperform | |
| Meta Platforms | 3.89% | $14.66M | $1.48T | -14.58% | 76 Outperform | |
| Broadcom | 3.86% | $14.59M | $1.71T | 36.42% | 76 Outperform | |
| Applied Materials | 1.81% | $6.84M | $478.79B | 184.37% | 77 Outperform | |
| Cisco Systems | 1.74% | $6.55M | $444.16B | 62.98% | 77 Outperform |
LRND Technical Analysis
Positive
―
Price Trends
44.03
Positive
41.60
Positive
40.96
Positive
Market Momentum
0.16
Negative
58.88
Neutral
90.28
Negative
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 43.82, equal to the 50-day MA of 44.03, and equal to the 200-day MA of 40.96, indicating a bullish trend. The MACD of 0.16 indicates Negative momentum. The RSI at 58.88 is Neutral, neither overbought nor oversold. The STOCH value of 90.28 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LRND.
LRND Peer Comparison
Comparison Results
Performance Comparison
LRND
IQ U.S. Large Cap R&D Leaders ETF
44.90
8.15
22.18%
SPHB
Invesco S&P 500 High Beta ETF
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QLC
FlexShares US Quality Large Cap Index Fund
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DSPY
Tema S&P 500 Historical Weight ETF Strategy
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FTQI
First Trust Hedged BuyWrite Income ETF
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OMAH
VistaShares Target 15 Berkshire Select Income 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.
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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