LSAT - ETF AI Analysis
Top Page
Leadershares Alphafactor Tactical Focused ETF (LSAT)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, indicating positive momentum.
Leading Winners in Top Holdings
Several of the largest positions, such as Iridium Communications and Allison Transmission, have delivered strong year-to-date results that support the fund’s overall performance.
Broad Sector Diversification
The fund spreads its investments across many sectors, including consumer, financials, industrials, and technology, which helps reduce the impact of weakness in any single industry.
Negative Factors
High Expense Ratio
The ETF charges relatively high annual fees, which can eat into long-term returns compared with lower-cost funds.
Heavy U.S. Concentration
Most of the portfolio is invested in U.S. companies, offering limited diversification across global markets.
Mixed Performance Among Top Holdings
Some key positions, including Synchrony Financial, Equitable Holdings, and Morningstar, have shown weak year-to-date performance, which could drag on future returns if the trend continues.
LSAT vs. SPDR S&P 500 ETF (SPY)
AUM61.65M
RegionNorth America
Expense Ratio0.99%
Beta0.64
IssuerLeaderShares
Inception DateOct 27, 2020
Dividend Yield1.72%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,057
30 Day Avg. Volume3,154
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
49.07Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering31
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LSAT Summary
The Leadershares Alphafactor Tactical Focused ETF (LSAT) is an actively managed fund that invests mainly in U.S. stocks across many sectors, without tracking a specific index. It uses a rules-based “AlphaFactor” approach to pick companies it believes have strong value, momentum, and quality. Its holdings include well-known names like Harley-Davidson and DR Horton, along with financial, industrial, and tech companies. Someone might invest in LSAT for diversified stock exposure and the potential for long-term growth from active stock selection. A key risk is that it can rise or fall more than the overall market, and active strategies may underperform.
How much will it cost me?The Leadershares Alphafactor Tactical Focused ETF (LSAT) has an expense ratio of 0.99%, which means you’ll pay $9.90 per year for every $1,000 invested. This is higher than average because LSAT is actively managed, using a tactical strategy to adjust its holdings based on market factors like value, momentum, and quality.
What would affect this ETF?The LSAT ETF, with its focus on the U.S. market and diverse sector exposure, could benefit from economic growth, particularly in sectors like technology and consumer cyclical, which thrive during periods of innovation and increased consumer spending. However, rising interest rates or economic slowdowns could negatively impact sectors like real estate and financials, while regulatory changes or shifts in consumer behavior may affect top holdings such as Monster Beverage and HP. The ETF’s tactical approach provides flexibility to adapt to market changes, but its performance may still be influenced by broader economic and sector-specific trends.
LSAT Top 10 Holdings
LSAT is leaning into a U.S.-focused mix of tech, communications, and consumer names, with a noticeable tilt toward more tactical, mid-cap-style plays rather than the usual mega-cap giants. Iridium and Fortinet are doing much of the heavy lifting, with both stocks rising and giving the fund a tech-flavored tailwind. DaVita and Harley-Davidson are more steady contributors, while H&R Block and Equitable Holdings look a bit tired, lagging and occasionally tripping up performance. Overall, the fund feels diversified by sector but still driven by a handful of standout stories.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Fortinet | 5.39% | $3.29M | $109.66B | 37.87% | 71 Outperform | |
| Iridium Communications | 5.09% | $3.11M | $5.51B | 70.60% | 71 Outperform | |
| DaVita | 3.71% | $2.27M | $12.34B | 39.35% | 59 Neutral | |
| Harley-Davidson | 3.68% | $2.25M | $2.56B | -0.20% | 60 Neutral | |
| H&R Block | 3.66% | $2.24M | $4.75B | -34.61% | 63 Neutral | |
| Science Applications | 3.63% | $2.22M | $4.93B | 8.57% | 71 Outperform | |
| Southwest Airlines | 3.43% | $2.10M | $20.19B | 24.07% | 66 Neutral | |
| Match Group | 3.41% | $2.09M | $8.11B | 8.10% | 66 Neutral | |
| Equitable Holdings | 3.39% | $2.07M | $11.32B | -25.56% | 40 Underperform | |
| Halozyme | 3.38% | $2.07M | $8.49B | 31.85% | 73 Outperform |
LSAT Technical Analysis
Positive
―
Price Trends
41.89
Positive
40.69
Positive
40.29
Positive
Market Momentum
0.30
Positive
56.41
Neutral
57.45
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LSAT, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 42.66, equal to the 50-day MA of 41.89, and equal to the 200-day MA of 40.29, indicating a bullish trend. The MACD of 0.30 indicates Positive momentum. The RSI at 56.41 is Neutral, neither overbought nor oversold. The STOCH value of 57.45 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LSAT.
LSAT Peer Comparison
Comparison Results
Performance Comparison
LSAT
Leadershares Alphafactor Tactical Focused ETF
42.92
4.15
10.70%
BAMD
Brookstone Dividend Stock ETF
―
―
―
YALL
God Bless America ETF
―
―
―
STNC
Stance Equity ESG Large Cap Core ETF
―
―
―
SOVF
Sovereign's Capital Flourish Fund
―
―
―
RFDA
RiverFront Dynamic US Dividend Advantage ETF
―
―
―
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: ―
Table of Contents