LRND - ETF AI Analysis
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IQ U.S. Large Cap R&D Leaders ETF (LRND)
Rating:73Outperform
Price Target:―
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 vs. SPDR S&P 500 ETF (SPY)
AUM443.62M
RegionNorth America
Expense Ratio0.14%
Beta1.14
IssuerNew York Life Investments
Inception DateFeb 08, 2022
Dividend Yield0.41%
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. Volume80,939
30 Day Avg. Volume42,565
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
57.12Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering105
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-heavy U.S. tech story, with Apple and Nvidia steering the ship. Apple has been rising steadily, giving the fund a solid backbone, while Nvidia’s mixed recent run shows some momentum cooling after a strong start to the year. Microsoft and Alphabet, both big players in cloud and AI, have been more sluggish lately, acting as a mild drag. Eli Lilly adds a powerful health care growth engine, and Cisco’s upbeat trend helps offset some tech volatility. Overall, it’s a U.S.-centric bet on R&D leaders, especially in Big Tech and semiconductors.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 16.47% | $73.03M | $5.05T | 17.21% | 76 Outperform | |
| Alphabet Class A | 13.13% | $58.22M | $4.24T | 67.50% | 85 Outperform | |
| Apple | 8.77% | $38.87M | $4.53T | 35.14% | 79 Outperform | |
| Broadcom | 6.55% | $29.06M | $1.71T | 19.71% | 76 Outperform | |
| Microsoft | 5.43% | $24.07M | $3.62T | -2.06% | 79 Outperform | |
| Amazon | 4.85% | $21.49M | $2.83T | 14.14% | 71 Outperform | |
| Eli Lilly & Co | 4.45% | $19.74M | $1.17T | 67.61% | 72 Outperform | |
| Meta Platforms | 4.15% | $18.39M | $1.42T | -24.41% | 76 Outperform | |
| Advanced Micro Devices | 3.45% | $15.29M | $745.62B | 187.59% | 73 Outperform | |
| Cisco Systems | 1.93% | $8.57M | $434.46B | 62.46% | 77 Outperform |
LRND Technical Analysis
Positive
―
Price Trends
45.02
Positive
43.99
Positive
41.90
Positive
Market Momentum
0.30
Positive
50.87
Neutral
8.59
Positive
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 46.42, equal to the 50-day MA of 45.02, and equal to the 200-day MA of 41.90, indicating a neutral trend. The MACD of 0.30 indicates Positive momentum. The RSI at 50.87 is Neutral, neither overbought nor oversold. The STOCH value of 8.59 is Positive, 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
45.97
7.99
21.04%
IUS
Invesco RAFI Strategic US ETF
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CVLC
Calvert US Large-Cap Core Responsible Index ETF
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FTQI
First Trust Hedged BuyWrite Income ETF
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SPHB
Invesco S&P 500 High Beta ETF
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PTL
Inspire 500 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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