LSAT - ETF AI Analysis
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Leadershares Alphafactor Tactical Focused ETF (LSAT)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and in recent months, showing solid momentum.
Broad Sector Diversification
Holdings spread across many sectors, including financials, consumer cyclical, technology, and health care, help reduce the impact of weakness in any single industry.
Several Strong Top Holdings
Some of the largest positions, such as SM Energy, CF Industries, and DaVita, have shown strong performance, supporting the fund’s overall results.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high, which means more of the returns are used to cover fees instead of going to investors.
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.
Mixed Performance Among Top Holdings
Several major positions, including Western Union, GoDaddy, Morningstar, AIG, and H&R Block, have shown weak or negative performance, which can drag on the fund’s returns.
LSAT vs. SPDR S&P 500 ETF (SPY)
AUM65.62M
RegionNorth America
Expense Ratio0.99%
Beta0.62
IssuerLeaderShares
Inception DateOct 27, 2020
Dividend Yield1.62%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,736
30 Day Avg. Volume2,461
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
51.13Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering31
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LSAT Summary
LSAT (Leadershares Alphafactor Tactical Focused ETF) is a U.S. stock fund that follows a “total market” theme, meaning it picks companies from many different industries instead of tracking a single index. It uses a rules-based approach to choose stocks it believes have strong value and momentum. The fund holds well-known names like Harley-Davidson and American International Group, along with many other financial, consumer, and tech companies. Someone might invest in LSAT for diversified stock exposure with a tilt toward potential growth. A key risk is that it can be volatile and will rise or fall with the overall stock market.
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 leans heavily into U.S. financials and consumer-facing names, with a few industrial and energy players steering the ship. DaVita has been a standout, rising steadily and giving the fund a healthy lift, while SM Energy and CF Industries add punch from the energy and materials side as they climb on firm fundamentals. On the flip side, GoDaddy and Western Union have been more of a drag, with mixed to lagging performance despite strategic efforts to reinvent themselves. Overall, the fund is diversified but still driven by a handful of mid-cap U.S. workhorses.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Morningstar | 4.10% | $2.65M | $7.22B | -26.43% | 76 Outperform | |
| SM Energy | 3.85% | $2.48M | $7.80B | 18.13% | 72 Outperform | |
| H&R Block | 3.75% | $2.42M | $5.58B | -17.81% | 63 Neutral | |
| Equitable Holdings | 3.50% | $2.26M | $13.01B | -5.86% | 40 Underperform | |
| Science Applications | 3.47% | $2.24M | $4.95B | 6.10% | 71 Outperform | |
| MGIC Investment | 3.45% | $2.23M | $6.16B | 14.45% | 78 Outperform | |
| Cf Industries Holdings | 3.44% | $2.22M | $19.23B | 26.32% | 72 Outperform | |
| Fortinet | 3.43% | $2.21M | $118.82B | 65.61% | 71 Outperform | |
| Match Group | 3.43% | $2.21M | $9.19B | 19.66% | 66 Neutral | |
| Kemper | 3.42% | $2.20M | $1.67B | -51.93% | 52 Neutral |
LSAT Technical Analysis
Positive
―
Price Trends
44.38
Positive
42.78
Positive
41.13
Positive
Market Momentum
0.55
Positive
58.07
Neutral
74.36
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 45.68, equal to the 50-day MA of 44.38, and equal to the 200-day MA of 41.13, indicating a bullish trend. The MACD of 0.55 indicates Positive momentum. The RSI at 58.07 is Neutral, neither overbought nor oversold. The STOCH value of 74.36 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
46.29
6.98
17.76%
BAMD
Brookstone Dividend Stock ETF
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STNC
Stance Equity ESG Large Cap Core ETF
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PFOE
Pathfinder Focused Opportunities ETF
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―
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RFDA
RiverFront Dynamic US Dividend Advantage ETF
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SOVF
Sovereign's Capital Flourish Fund
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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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