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LSAT - ETF AI Analysis
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Leadershares Alphafactor Tactical Focused ETF (LSAT)
Rating:64Neutral
Price Target:―
Positive Factors
Diversified Sector Exposure
The ETF invests across multiple sectors, including financials, consumer goods, and technology, helping to spread risk.
Healthy Asset Base
The fund has a solid amount of assets under management, indicating investor confidence and stability.
Strong Individual Performers
Some top holdings, like Monster Beverage and Healthcare Realty Trust, have delivered strong year-to-date gains, supporting overall performance.
Negative Factors
High Expense Ratio
The ETF charges a relatively high fee compared to many other funds, which can eat into investor returns over time.
Weak Performance in Key Holdings
Several top holdings, such as Spectrum Brands and Blue Owl Capital, have underperformed year-to-date, dragging on the fund’s momentum.
Over-Concentration in U.S. Market
The ETF is heavily focused on U.S. companies, offering little exposure to international markets and limiting geographic diversification.
LSAT vs. SPDR S&P 500 ETF (SPY)
AUM77.00M
RegionNorth America
Expense Ratio0.99%
Beta0.67
IssuerLeaderShares
Inception DateOct 27, 2020
Dividend Yield1.32%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume12,449
30 Day Avg. Volume14,726
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
45.85Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering30
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LSAT Summary
The Leadershares Alphafactor Tactical Focused ETF (LSAT) is designed to give investors exposure to a wide range of companies across the U.S. market. It uses a unique strategy called the AlphaFactor model to choose stocks based on factors like value, momentum, and quality, aiming to balance growth and stability. LSAT includes well-known companies like HP and Monster Beverage, and it invests in sectors such as financials, technology, and healthcare. This ETF might appeal to investors looking for a diversified approach to long-term growth. However, it’s important to know that LSAT’s performance can fluctuate with the overall market, so it carries the risk of market ups and downs.
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
The Leadershares Alphafactor Tactical Focused ETF (LSAT) leans heavily on U.S. stocks, with a diverse mix of sectors like financials, consumer cyclical, and healthcare driving its performance. HCA Healthcare and Monster Beverage are steady contributors, benefiting from strong earnings and bullish sentiment. Old Republic International adds stability with solid revenue growth and a high dividend yield. On the flip side, Spectrum Brands Holdings is lagging, weighed down by weak momentum and macroeconomic headwinds. While the fund avoids over-concentration in any single sector, its tactical approach keeps it nimble in navigating market shifts.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Travel + Leisure Co | 4.08% | $3.14M | $4.41B | 23.92% | 73 Outperform | |
| HCA Healthcare | 3.98% | $3.06M | $111.06B | 52.21% | 72 Outperform | |
| Hologic | 3.89% | $2.99M | $16.71B | -0.49% | 69 Neutral | |
| Monster Beverage | 3.86% | $2.97M | $72.05B | 41.08% | 80 Outperform | |
| Spectrum Brands Holdings | 3.83% | $2.95M | $1.34B | -39.72% | 64 Neutral | |
| Old Republic International | 3.55% | $2.73M | $10.63B | 14.14% | 77 Outperform | |
| EOG Resources | 3.52% | $2.71M | $60.86B | -12.24% | 77 Outperform | |
| Blue Owl Capital | 3.49% | $2.68M | $25.33B | -31.19% | 66 Neutral | |
| Marathon Petroleum | 3.48% | $2.67M | $57.27B | 26.23% | 70 Outperform | |
| American International Group | 3.46% | $2.66M | $41.56B | 1.94% | 60 Neutral |
LSAT Technical Analysis
Negative
―
Price Trends
40.35
Negative
40.68
Negative
40.00
Negative
Market Momentum
-0.08
Negative
46.45
Neutral
56.46
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LSAT, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 39.78, equal to the 50-day MA of 40.35, and equal to the 200-day MA of 40.00, indicating a neutral trend. The MACD of -0.08 indicates Negative momentum. The RSI at 46.45 is Neutral, neither overbought nor oversold. The STOCH value of 56.46 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for LSAT.
LSAT Peer Comparison
Comparison Results
Performance Comparison
LSAT
Leadershares Alphafactor Tactical Focused ETF
39.78
-2.33
-5.53%
RVER
Trenchless Fund ETF
―
―
―
BAMD
Brookstone Dividend Stock ETF
―
―
―
STNC
Stance Equity ESG Large Cap Core ETF
―
―
―
STOX
Horizon Core Equity ETF
―
―
―
RFDA
RiverFront Dynamic US Dividend Advantage 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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