LRND - ETF AI Analysis

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IQ U.S. Large Cap R&D Leaders ETF (LRND)

Rating:72Outperform

Price Target:―

The IQ U.S. Large Cap R&D Leaders ETF (LRND) benefits from strong contributions by top holdings like Microsoft and Apple, which are supported by robust financial performance, strategic investments in AI and cloud services, and long-term growth prospects. However, weaker holdings such as Philip Morris and Meta Platforms, which face valuation concerns and regulatory challenges, may have slightly weighed on the overall rating. Investors should also note the ETF's concentration in technology-focused companies, which could pose risks if the sector experiences volatility.

Positive Factors

Strong Top Holdings

Several key positions, like Nvidia, Alphabet, and Oracle, have delivered strong year-to-date performance, driving the ETF's overall returns.

Low Expense Ratio

The ETF has a very low expense ratio, making it cost-effective compared to similar funds.

Technology Sector Leadership

With over half of its exposure in the technology sector, the ETF benefits from strong growth trends in this high-performing industry.

Negative Factors

High Sector Concentration

The ETF is heavily weighted in technology, which increases vulnerability to downturns in this single sector.

Geographic Over-Concentration

Nearly all of the ETF's holdings are U.S.-based, limiting diversification across global markets.

Mixed Performance Among Holdings

Some top holdings, like Amazon and Eli Lilly, have shown weaker year-to-date performance, which could dampen overall returns.

LRND vs. SPDR S&P 500 ETF (SPY)

AUM66.40M

RegionNorth America

Expense Ratio0.14%

Beta1.10

IssuerNew York Life Investments

Inception DateFeb 08, 2022

Dividend Yield0.83%

Asset ClassEquity

Index TrackedNYLI U.S. Large Cap R&D Leaders Index - Benchmark TR Gross

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume292,465

30 Day Avg. Volume47,405

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

49.06

Price Target Upside― Downside

Rating ConsensusStrong Buy

Number of Analyst Covering106

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

LRND Summary

The IQ U.S. Large Cap R&D Leaders ETF (Ticker: LRND) focuses on large U.S. companies that invest heavily in research and development, aiming to drive innovation and long-term growth. It includes well-known companies like Nvidia and Apple, which are leaders in technology and innovation. This ETF is ideal for investors looking to diversify their portfolio with firms shaping the future through cutting-edge advancements. However, since it is heavily weighted in technology stocks, its performance can be impacted by fluctuations in the tech sector and broader market trends.

How much will it cost me?The IQ U.S. Large Cap R&D Leaders ETF (Ticker: LRND) has an expense ratio of 0.14%, meaning you’ll pay $1.40 per year for every $1,000 invested. This is lower than average because it’s passively managed, tracking an index rather than relying on active stock-picking strategies.

What would affect this ETF?The LRND ETF, heavily focused on technology and innovation-driven sectors, could benefit from continued advancements in AI, cloud computing, and healthcare innovation, especially given its top holdings like Nvidia, Apple, and Microsoft. However, it may face challenges if interest rates rise, as growth-focused companies often rely on borrowing for expansion, or if regulatory pressures increase in the tech and healthcare industries. Economic conditions in the U.S., where the ETF is geographically concentrated, will also play a significant role in its performance.

LRND Top 10 Holdings

The LRND ETF is heavily tilted toward technology, with Nvidia and Apple leading the charge thanks to their focus on AI and innovation, though Nvidia’s recent performance has been mixed. Alphabet has been a bright spot, rising steadily on strong AI and cloud growth, while Microsoft has lagged, weighed down by valuation concerns. Eli Lilly stands out in healthcare, delivering robust gains driven by its promising drug pipeline. With over half the fund concentrated in tech and a U.S.-centric portfolio, LRND is a bet on innovation but faces challenges from overvaluation in some key names.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
AAPL	Apple	13.23%	$12.72M	$4.06T	8.83%	79 Outperform
NVDA	Nvidia	13.11%	$12.61M	$4.32T	30.81%	76 Outperform
MSFT	Microsoft	11.78%	$11.32M	$3.54T	8.94%	79 Outperform
GOOGL	Alphabet Class A	8.50%	$8.17M	$3.71T	57.49%	85 Outperform
LLY	Eli Lilly & Co	6.10%	$5.87M	$996.71B	39.51%	72 Outperform
AMZN	Amazon	4.89%	$4.70M	$2.38T	1.55%	71 Outperform
AVGO	Broadcom	4.52%	$4.34M	$1.61T	51.10%	76 Outperform
META	Meta Platforms	4.34%	$4.17M	$1.66T	11.56%	76 Outperform
JNJ	Johnson & Johnson	3.16%	$3.04M	$504.27B	45.08%	78 Outperform
PM	Philip Morris	1.54%	$1.48M	$245.87B	29.83%	61 Neutral

LRND Technical Analysis

Technical Analysis Sentiment

Neutral

Last Price―

Price Trends

50DMA

40.46

Negative

100DMA

39.45

Positive

200DMA

36.49

Positive

Market Momentum

MACD

-0.04

Positive

RSI

44.61

Neutral

STOCH

10.97

Positive

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LRND, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 40.61, equal to the 50-day MA of 40.46, and equal to the 200-day MA of 36.49, indicating a neutral trend. The MACD of -0.04 indicates Positive momentum. The RSI at 44.61 is Neutral, neither overbought nor oversold. The STOCH value of 10.97 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for LRND.

LRND Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
LRND	―	―	$66.40M	0.14%	―
ONEO	―	―	$98.19M	0.20%	―
UPSD	―	―	$97.35M	0.79%	―
LVDS	―	―	$96.42M	0.30%	―
BCUS	―	―	$95.04M	0.70%	―
HUSV	―	―	$92.58M	0.70%	―

Performance Comparison

LRND

IQ U.S. Large Cap R&D Leaders ETF

40.12

6.29

18.59%

ONEO

SPDR Russell 1000 Momentum Focus ETF

―

UPSD

Aptus Large Cap Upside ETF

―

LVDS

JPMorgan Fundamental Data Science Large Value ETF

―

BCUS

Bancreek U.S. Large Cap ETF

―

HUSV

First Trust Horizon Managed Volatility Domestic 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.

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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