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LGRO - ETF AI Analysis
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Level Four Large Cap Growth Active ETF (LGRO)
Rating:68Neutral
Price Target:―
Positive Factors
Leading Growth Companies in Top Holdings
The ETF’s largest positions include well-known large-cap growth names like Alphabet, Amazon, Microsoft, and Nvidia, which are key drivers of innovation and long-term growth potential.
Several Strongly Performing Holdings
Some top holdings such as Alphabet, RH, UnitedHealth, and Uber have shown strong or steady performance this year, helping to support the fund despite market bumps.
Focused Growth Exposure in Key Sectors
Heavy exposure to technology, consumer cyclical, and communication services gives investors targeted access to sectors that can benefit from innovation and consumer spending trends.
Negative Factors
Recent Weak Overall Performance
The ETF’s returns over the year to date and the last three months have been slightly negative, indicating it has recently lagged rather than led the market.
Concentration in a Few Tech Giants
A significant portion of the portfolio is tied up in a handful of large technology-related stocks, which increases the impact if any of these companies perform poorly.
Mixed Results Among Top Holdings
Several major positions, including Apple, Microsoft, Nvidia, PayPal, and Meta, have shown weak performance this year, which can weigh on the fund’s overall results.
LGRO vs. SPDR S&P 500 ETF (SPY)
AUM113.02M
RegionNorth America
Expense Ratio0.50%
Beta1.24
IssuerALPS
Inception DateAug 22, 2023
Dividend Yield0.33%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume8,113
30 Day Avg. Volume16,967
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
49.11Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering48
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LGRO Summary
LGRO is an actively managed ETF that focuses on large U.S. companies with strong growth potential, rather than tracking a set index. It leans heavily toward technology and other fast-growing sectors, holding well-known names like Apple and Alphabet (Google). Investors might consider LGRO if they want a simple way to invest in a basket of leading growth companies for potential long-term growth, instead of picking individual stocks. A key risk is that, because it is concentrated in growth and tech-related stocks, its price can rise and fall more sharply than the overall market.
How much will it cost me?The Level Four Large Cap Growth Active ETF (LGRO) has an expense ratio of 0.5%, meaning you’ll pay $5 per year for every $1,000 invested. This is higher than average because it’s actively managed, which involves more hands-on decision-making to try to outperform the market.
What would affect this ETF?LGRO's focus on large-cap growth stocks, particularly in technology and consumer sectors, positions it to benefit from innovation and economic expansion in the U.S. However, its heavy reliance on tech giants like Apple, Microsoft, and Nvidia makes it vulnerable to regulatory changes, market volatility, or slowing growth in the tech industry. Additionally, rising interest rates could negatively impact growth stocks, while a strong U.S. economy and advancements in technology could drive positive performance.
LGRO Top 10 Holdings
LGRO is leaning heavily on U.S. Big Tech, with Alphabet and Amazon doing much of the heavy lifting as their shares keep rising on the back of strong cloud and AI momentum. Nvidia is more of a steady engine than a rocket right now, while Apple and Microsoft have been losing steam lately and acting as a drag. Meta and PayPal are also lagging, adding some headwinds. With a clear tilt toward technology and consumer internet names, this is very much a U.S.-centric growth story, for better or worse.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 7.19% | $8.18M | $3.76T | 4.57% | 79 Outperform | |
| Alphabet Class A | 6.79% | $7.73M | $3.70T | 65.05% | 85 Outperform | |
| Amazon | 5.46% | $6.21M | $2.13T | -13.07% | 71 Outperform | |
| Microsoft | 4.77% | $5.42M | $2.98T | -1.74% | 79 Outperform | |
| Nvidia | 4.25% | $4.83M | $4.44T | 31.66% | 76 Outperform | |
| RH | 3.65% | $4.16M | $3.85B | -46.36% | 49 Neutral | |
| UnitedHealth | 3.01% | $3.42M | $265.58B | -44.00% | 72 Outperform | |
| Meta Platforms | 2.81% | $3.20M | $1.62T | -13.15% | 76 Outperform | |
| Uber Technologies | 2.66% | $3.03M | $145.43B | -11.87% | 74 Outperform | |
| Monolithic Power | 2.40% | $2.74M | $56.12B | 71.03% | 75 Outperform |
LGRO Technical Analysis
Negative
―
Price Trends
40.93
Negative
40.72
Negative
38.69
Negative
Market Momentum
-0.68
Positive
32.07
Neutral
8.34
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LGRO, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 40.44, equal to the 50-day MA of 40.93, and equal to the 200-day MA of 38.69, indicating a bearish trend. The MACD of -0.68 indicates Positive momentum. The RSI at 32.07 is Neutral, neither overbought nor oversold. The STOCH value of 8.34 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for LGRO.
LGRO Peer Comparison
Comparison Results
Performance Comparison
LGRO
Level Four Large Cap Growth Active ETF
38.63
2.34
6.45%
IWLG
IQ Winslow Large Cap Growth ETF
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QDVO
Amplify CWP Growth & Income ETF
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LRGE
ClearBridge Large Cap Growth ESG ETF
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FLCG
Federated Hermes MDT Large Cap Growth ETF
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CAML
Congress Large Cap Growth 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.
Disclaimer
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.Date of analysis: ―
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