LSAF - ETF AI Analysis
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LeaderShares AlphaFactor US Core Equity ETF (LSAF)
LSAF, the LeaderShares AlphaFactor US Core Equity ETF, appears to offer solid overall quality, supported by strong contributors like Expand Energy and Cencora, which benefit from robust financial performance, positive earnings calls, and favorable technical trends. However, holdings such as McKesson and Unum Group introduce concerns around leverage, profitability, and bearish momentum, and several positions show valuation or volatility risks, making sector and stock-specific risk an important factor for investors to consider.
LSAF vs. SPDR S&P 500 ETF (SPY)
- AUM
- 132.94M
- Region
- North America
- Expense Ratio
- 0.75%
- Beta
- 0.83
- Issuer
- LeaderShares
- Inception Date
- Oct 02, 2018
- Dividend Yield
- 0.54%
- Asset Class
- Equity
- Index Tracked
- AlphaFactor U.S. Core Equity Index
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 technology, finance, and healthcare. Its holdings include well-known names such as Atlassian and ConocoPhillips, giving investors broad exposure to the U.S. market in a single investment. Someone might consider LSAF for long-term growth and diversification, since it spreads money across many industries. However, it still invests fully in stocks, so its value can go up and down with the overall stock market.
How much will it cost me?
This ETF has an expense ratio of 0.75%, which means you’ll pay about $7.50 per year for every $1,000 invested. That’s higher than the average ETF because it’s actively managed using the AlphaFactor strategy to try to outperform the broader market.
What would affect this ETF?
This U.S. large‑cap ETF could benefit if the American economy stays healthy, consumer spending remains strong, and technology and financial companies continue to grow, since it is heavily invested in those sectors and in well‑known software, energy, and health care names. On the downside, higher interest rates, a slowdown in U.S. growth, or new regulations affecting banks, tech platforms, or energy producers could hurt many of its holdings and weigh on overall performance.
LSAF Top 10 Holdings
LSAF is leaning on a mix of rising U.S. growth names and steady industrial and energy plays to power returns. Tech and software standouts like Atlassian and Paycom have been climbing, giving the fund a strong growth engine, while Halozyme and Etsy add more punch but with a bit of mixed, sometimes choppy momentum. On the steadier side, Ryder, ConocoPhillips, and EOG Resources help anchor the portfolio, especially in industrials and energy. Overall, it’s a U.S.-only, large-cap core fund with a tilt toward tech, health care, and cyclical strength.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 CART | Maplebear | 1.20% | $1.59M | $13.07B | 54.02% | 79Outperform |
 ETSY | Etsy | 1.13% | $1.50M | $7.67B | 43.65% | 57Neutral |
 TEAM | Atlassian | 0.97% | $1.28M | $48.29B | 19.33% | 66Neutral |
 R | Ryder System | 1.14% | $1.51M | $10.80B | 66.79% | 73Outperform |
 PAYC | Paycom | 1.11% | $1.47M | $11.70B | 42.59% | 76Outperform |
 COP | Conocophillips | 1.13% | $1.50M | $185.04B | 74.76% | 78Outperform |
 LH | Labcorp Holdings | 1.08% | $1.43M | $29.31B | 43.22% | 71Outperform |
 HALO | Halozyme | 1.08% | $1.44M | $14.86B | 102.55% | 73Outperform |
 EOG | EOG Resources | 1.10% | $1.46M | $86.83B | 56.97% | 78Outperform |
 FTV | Fortive | 1.09% | $1.44M | $19.42B | 27.28% | 72Outperform |
LSAF Technical Analysis
Price Trends
Market Momentum
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 57.04 is above the 20-day moving average (MA) of 55.78, above the 50-day MA of 55.30, and above the 200-day MA of 51.02, indicating a bullish trend. The MACD of 0.62 indicates Negative momentum. The RSI at 62.95 is Neutral, neither overbought nor oversold. The STOCH value of 67.10 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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| LSAF | $57.04 | $60.00(5.19% Upside) | $132.94M | 0.75% | 69Neutral |
 INFO | $27.73 | $34.10(22.96% Upside) | $961.91M | 0.35% | 74Outperform |
 AFLG | $44.27 | $53.00(19.72% Upside) | $933.48M | 0.55% | 74Outperform |
 XVV | $57.72 | $71.07(23.13% Upside) | $902.08M | 0.08% | 74Outperform |
 PTL | $269.36 | $343.57(27.55% Upside) | $888.20M | 0.09% | 70Neutral |
 ROCY | $54.69 | $67.21(22.89% Upside) | $890.97M | 0.35% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| LSAF | LeaderShares AlphaFactor US Core Equity ETF | 57.04 | 13.28 | 30.34% | |
| INFO | Harbor PanAgora Dynamic Large Cap Core ETF | 27.73 | 3.30 | 13.53% | |
| AFLG | First Trust Active Factor Large Cap ETF | 44.27 | 5.48 | 14.14% | |
| XVV | iShares ESG Screened S&P 500 ETF | 57.72 | 5.42 | 10.37% | |
| PTL | Inspire 500 ETF | 269.36 | 20.84 | 8.38% | |
| ROCY | JPMorgan Equity Premium Yield ETF | 54.69 | 6.65 | 13.83% |
This 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.