LSAF - ETF AI Analysis
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LeaderShares AlphaFactor US Core Equity ETF (LSAF)
Rating:70Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and over the past few months, showing solid recent momentum.
Broad Sector Diversification
Holdings are spread across many sectors, including consumer, financials, technology, and industrials, which helps reduce the impact of weakness in any single area.
Multiple Strong Top Holdings
Several of the largest positions, such as energy and consumer names, have shown strong performance, supporting the fund’s overall results.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are used to cover fees.
Heavy U.S. Concentration
With almost all assets invested in U.S. companies, the fund offers little geographic diversification and is highly tied to the U.S. market.
Mixed Performance Among Top Holdings
Some key positions, including certain technology and communication stocks, have shown weak or negative performance, which could weigh on future returns.
LSAF vs. SPDR S&P 500 ETF (SPY)
AUM127.31M
RegionNorth America
Expense Ratio0.75%
Beta0.87
IssuerLeaderShares
Inception DateOct 02, 2018
Dividend Yield0.55%
Asset ClassEquity
Index TrackedAlphaFactor U.S. Core Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume7,830
30 Day Avg. Volume4,649
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
63.12Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering101
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LSAF Summary
LeaderShares AlphaFactor US Core Equity ETF (LSAF) is a U.S. stock fund that follows the AlphaFactor U.S. Core Equity Index, focusing on large, established American companies across many sectors like consumer, financials, and technology. It holds well-known names such as T-Mobile US and Marathon Petroleum, giving investors broad exposure to the U.S. stock market in a single investment. Someone might consider LSAF for long-term growth and diversification, since it spreads money across many industries. However, it can still go up and down with the overall stock market, so its value is not guaranteed.
How much will it cost me?The LeaderShares AlphaFactor US Core Equity ETF (LSAF) has an expense ratio of 0.75%, meaning you’ll pay $7.50 per year for every $1,000 invested. This is higher than the average for ETFs because it is actively managed, which typically involves more research and trading compared to passively managed funds that track an index.
What would affect this ETF?The ETF's focus on large-cap U.S. equities and sectors like technology, financials, and consumer cyclical could benefit from economic growth, innovation, and strong consumer spending trends. However, it may face challenges from rising interest rates, which could pressure financial and industrial sectors, or economic slowdowns that impact consumer spending and corporate earnings. Regulatory changes or geopolitical tensions could also affect the performance of its top holdings and broader market exposure.
LSAF Top 10 Holdings
LSAF is a U.S.-only large-cap fund that spreads its bets across sectors, but its story right now is about selective growth names doing the heavy lifting. Software players like UiPath and RingCentral have been rising, helping power returns as investors warm to AI and automation themes. Industrial tech name Zebra and health-focused IQVIA are also pulling their weight with steady to strong momentum. On the flip side, Coinbase has been lagging, acting like a small anchor on performance. Overall, leadership is broad but tilted toward tech-enabled growth rather than any single mega-cap giant.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| RingCentral | 1.73% | $2.19M | $6.13B | 129.77% | 63 Neutral | |
| Marathon Petroleum | 1.37% | $1.73M | $109.21B | 115.72% | 66 Neutral | |
| UiPath | 1.29% | $1.63M | $7.87B | 32.20% | 72 Outperform | |
| Valero Energy | 1.28% | $1.62M | $106.74B | 136.47% | 69 Neutral | |
| Zebra Tech | 1.27% | $1.61M | $17.16B | 15.60% | 72 Outperform | |
| IQVIA Holdings | 1.26% | $1.60M | $44.07B | 42.67% | 73 Outperform | |
| Newmont Mining | 1.25% | $1.58M | $134.97B | 68.16% | 81 Outperform | |
| Driveway Vehicle Solutions | 1.24% | $1.57M | $8.50B | 13.41% | 76 Outperform | |
| Coinbase Global | 1.17% | $1.47M | $48.71B | -38.26% | 68 Neutral | |
| Dropbox | 1.17% | $1.47M | $7.57B | 16.60% | 62 Neutral |
LSAF Technical Analysis
Positive
―
Price Trends
54.50
Positive
52.13
Positive
49.10
Positive
Market Momentum
0.45
Positive
56.45
Neutral
72.35
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LSAF, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 55.97, equal to the 50-day MA of 54.50, and equal to the 200-day MA of 49.10, indicating a bullish trend. The MACD of 0.45 indicates Positive momentum. The RSI at 56.45 is Neutral, neither overbought nor oversold. The STOCH value of 72.35 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LSAF.
LSAF Peer Comparison
Comparison Results
Performance Comparison
LSAF
LeaderShares AlphaFactor US Core Equity ETF
56.09
11.94
27.04%
IUS
Invesco RAFI Strategic US ETF
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―
―
CVLC
Calvert US Large-Cap Core Responsible Index ETF
―
―
―
FTQI
First Trust Hedged BuyWrite Income ETF
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―
―
SPHB
Invesco S&P 500 High Beta ETF
―
―
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INFO
Harbor PanAgora Dynamic Large Cap Core 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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