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LSAF - ETF AI Analysis
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LeaderShares AlphaFactor US Core Equity ETF (LSAF)
Rating:70Outperform
Price Target:―
Positive Factors
Broad Sector Diversification
The fund spreads its investments across many different sectors, which can help reduce the impact if any one industry struggles.
Strong Top Holdings Performance
Several of the largest positions, such as Lam Research and Williams-Sonoma, have shown strong gains this year, supporting the ETF’s overall results.
Solid Recent Performance Trend
The ETF has delivered steady gains over the past month, three months, and year-to-date, suggesting its strategy has been working in the current market.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are eaten up by fees over time.
Heavy U.S. Market Concentration
With almost all assets in U.S. stocks, the ETF offers limited geographic diversification and is highly tied to the U.S. market’s fortunes.
Meaningful Exposure to Cyclical Sectors
A large share of the portfolio is in economically sensitive areas like consumer cyclical, financials, and energy, which can be more volatile during market downturns.
LSAF vs. SPDR S&P 500 ETF (SPY)
AUM106.47M
RegionNorth America
Expense Ratio0.75%
Beta0.92
IssuerLeaderShares
Inception DateOct 02, 2018
Dividend Yield0.67%
Asset ClassEquity
Index TrackedAlphaFactor U.S. Core Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,816
30 Day Avg. Volume7,611
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
53.82Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering100
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
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 mainly on large, established American companies across many sectors like technology, financials, health care, and energy. It holds well-known names such as Lam Research and Valero Energy. Someone might invest in LSAF to seek long-term growth while spreading risk across many industries instead of betting on a single stock. However, because it is heavily invested in U.S. stocks, its value can go up and down with the overall stock market.
How much will it cost me?The LeaderShares AlphaFactor US Core Equity ETF (LSAF) has an expense ratio of 0.75%, meaning you’ll pay $7.50 per year for every $1,000 invested. This is higher than the average for ETFs because it is actively managed, which typically involves more research and trading compared to passively managed funds that track an index.
What would affect this ETF?The ETF's focus on large-cap U.S. equities and sectors like technology, financials, and consumer cyclical could benefit from economic growth, innovation, and strong consumer spending trends. However, it may face challenges from rising interest rates, which could pressure financial and industrial sectors, or economic slowdowns that impact consumer spending and corporate earnings. Regulatory changes or geopolitical tensions could also affect the performance of its top holdings and broader market exposure.
LSAF Top 10 Holdings
LSAF is leaning into a U.S. large-cap story with a noticeable tilt toward tech and industrial strength. Chip-related names like Teradyne and Lam Research have been rising, giving the fund a helpful push as AI and semiconductor demand stay in the spotlight. Industrial and energy plays such as ATI and Ovintiv are also pulling their weight, benefiting from steady demand in aerospace and energy. On the softer side, Masimo looks more like a passenger than a driver right now, with recent results lagging and holding back some of the fund’s momentum.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Teradyne | 1.46% | $1.56M | $46.41B | 182.40% | 71 Outperform | |
| RingCentral | 1.40% | $1.49M | $3.52B | 55.69% | 63 Neutral | |
| Ovintiv | 1.33% | $1.42M | C$20.69B | 41.97% | 60 Neutral | |
| ATI | 1.31% | $1.40M | $21.46B | 206.95% | 78 Outperform | |
| Masimo | 1.30% | $1.39M | $9.16B | 6.04% | 54 Neutral | |
| Valero Energy | 1.29% | $1.38M | $64.57B | 70.31% | 69 Neutral | |
| Coca-Cola Bottling Co Consolidated | 1.29% | $1.37M | $13.77B | 68.55% | 72 Outperform | |
| APA | 1.28% | $1.37M | $11.51B | 71.34% | 73 Outperform | |
| Marathon Petroleum | 1.28% | $1.37M | $63.58B | 58.30% | 66 Neutral | |
| Cheniere Energy | 1.25% | $1.34M | $52.72B | 16.98% | 71 Outperform |
LSAF Technical Analysis
Neutral
―
Price Trends
46.74
Negative
45.55
Positive
44.14
Positive
Market Momentum
-0.06
Positive
41.45
Neutral
30.03
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LSAF, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 47.12, equal to the 50-day MA of 46.74, and equal to the 200-day MA of 44.14, indicating a neutral trend. The MACD of -0.06 indicates Positive momentum. The RSI at 41.45 is Neutral, neither overbought nor oversold. The STOCH value of 30.03 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for LSAF.
LSAF Peer Comparison
Comparison Results
Performance Comparison
LSAF
LeaderShares AlphaFactor US Core Equity ETF
46.05
7.52
19.52%
EFIV
SPDR S&P 500 ESG ETF
―
―
―
VOTE
Engine No. 1 Transform 500 ETF
―
―
―
QQQJ
Invesco NASDAQ Next Gen 100 ETF
―
―
―
NBCR
Neuberger Berman Core Equity ETF
―
―
―
MODL
VictoryShares WestEnd U.S. Sector 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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