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 shown strong gains so far this year and in recent months, indicating positive momentum.
Broad Sector Diversification
Holdings are spread across many sectors, including consumer, financials, technology, industrials, and health care, which helps reduce the impact of weakness in any single area.
Multiple Strong-Performing Top Holdings
Several of the largest positions, such as Western Digital, ON Semiconductor, and Dell Technologies, have delivered strong year-to-date performance, supporting the fund’s overall returns.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which can eat into long-term returns compared with lower-cost alternatives.
Heavy U.S. Concentration
With almost all assets invested in U.S. companies, the ETF offers little geographic diversification and is highly tied to the U.S. market’s fortunes.
Tilt Toward Economically Sensitive Sectors
Significant exposure to consumer cyclical, financial, and industrial stocks means the fund may be more sensitive to economic slowdowns or shifts in business conditions.
LSAF vs. SPDR S&P 500 ETF (SPY)
AUM120.48M
RegionNorth America
Expense Ratio0.75%
Beta0.88
IssuerLeaderShares
Inception DateOct 02, 2018
Dividend Yield0.59%
Asset ClassEquity
Index TrackedAlphaFactor U.S. Core Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,911
30 Day Avg. Volume3,964
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
59.17Price 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) tracks the AlphaFactor U.S. Core Equity Index, focusing on large U.S. companies across many sectors like technology, financials, and consumer brands. It holds well-known names such as Citigroup and eBay, aiming to pick financially strong businesses with solid earnings. An investor might choose this ETF for broad U.S. stock market exposure and long-term growth in a single, diversified fund. However, it can still rise and fall with the overall stock market, so your investment value may go down as well as up.
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 leans heavily into U.S. large caps with a clear tilt toward tech and consumer names, and that’s where most of the action is. Dell and Western Digital have been rising on the back of AI and data-center optimism, giving the fund a solid tech engine. ON Semiconductor and TD SYNNEX are also pulling their weight, though their gains have been a bit more steady than spectacular. On the flip side, Crocs and Virtu feel more like passengers than drivers, with mixed signals that keep them from really propelling the ETF forward.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Coinbase Global | 1.13% | $1.36M | $43.60B | -52.41% | 68 Neutral | |
| Ameriprise Financial | 1.08% | $1.30M | $43.97B | -5.27% | 64 Neutral | |
| MSCI | 1.07% | $1.29M | $43.91B | 5.69% | 62 Neutral | |
| UiPath | 1.07% | $1.29M | $6.07B | -10.11% | 72 Outperform | |
| Moody's | 1.07% | $1.29M | $85.69B | -0.71% | 77 Outperform | |
| Corpay Inc | 1.06% | $1.27M | $23.04B | 7.52% | 75 Outperform | |
| Charles Schwab | 1.05% | $1.27M | $168.70B | 8.66% | 74 Outperform | |
| SEI Investments Company | 1.05% | $1.27M | $11.00B | 2.51% | 79 Outperform | |
| Lithia Motors | 1.05% | $1.27M | $6.98B | -9.81% | 76 Outperform | |
| Corebridge Financial, Inc. | 1.05% | $1.26M | $13.27B | -12.20% | 67 Neutral |
LSAF Technical Analysis
Positive
―
Price Trends
50.39
Positive
48.68
Positive
46.86
Positive
Market Momentum
0.67
Negative
66.64
Neutral
74.65
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 51.86, equal to the 50-day MA of 50.39, and equal to the 200-day MA of 46.86, indicating a bullish trend. The MACD of 0.67 indicates Negative momentum. The RSI at 66.64 is Neutral, neither overbought nor oversold. The STOCH value of 74.65 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
52.88
10.37
24.39%
SPHB
Invesco S&P 500 High Beta ETF
―
―
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QLC
FlexShares US Quality Large Cap Index Fund
―
―
―
DSPY
Tema S&P 500 Historical Weight ETF Strategy
―
―
―
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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