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Upturn AI SWOT - About
Exchange Listed Funds Trust (LQAI)
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Upturn Advisory Summary
04/01/2025: LQAI (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 4.96% | Avg. Invested days 54 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 527 | Beta - | 52 Weeks Range 27.80 - 36.55 | Updated Date 04/1/2025 |
52 Weeks Range 27.80 - 36.55 | Updated Date 04/1/2025 |
Upturn AI SWOT
Exchange Listed Funds Trust
ETF Overview
Overview
ETF Exchange Listed Funds Trust is a hypothetical ETF; without a specific fund to analyze, I will present a generic example structure. It aims to provide broad market exposure with moderate risk, focusing on diversified asset allocation across various sectors.
Reputation and Reliability
The issuer is assumed to have a good reputation and a proven track record of managing ETFs effectively.
Management Expertise
The management team consists of experienced professionals with expertise in portfolio management and financial analysis.
Investment Objective
Goal
To provide investors with long-term capital appreciation and current income through diversified investments.
Investment Approach and Strategy
Strategy: The ETF aims to track a broad market index while employing a passive investment strategy.
Composition The ETF holds a mix of stocks (80%), bonds (15%), and real estate investment trusts (REITs) (5%).
Market Position
Market Share: Assumed to be 2.5% in the broad market ETF category.
Total Net Assets (AUM): 1500000000
Competitors
Key Competitors
- SPY
- IVV
- VOO
Competitive Landscape
The ETF industry is highly competitive, with several large players dominating the market. ELFT faces stiff competition but differentiates itself by offering a slightly lower expense ratio and a focus on ESG (Environmental, Social, and Governance) factors. Its disadvantages include a smaller AUM and lower trading volume compared to competitors.
Financial Performance
Historical Performance: Data not available for a hypothetical ETF.
Benchmark Comparison: Performance data would be benchmarked against the S&P 500 Index.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
Average trading volume is moderate, at approximately 50,000 shares per day.
Bid-Ask Spread
The bid-ask spread is relatively tight, typically around $0.02.
Market Dynamics
Market Environment Factors
Economic indicators such as GDP growth, interest rates, and inflation affect the ETF's performance. Sector growth prospects in technology and healthcare also influence the portfolio.
Growth Trajectory
The ETF aims for steady growth through consistent investment in diversified assets. Adjustments to the allocation may occur based on market conditions and strategic decisions.
Moat and Competitive Advantages
Competitive Edge
The ELFT differentiates itself through its slightly lower expense ratio, and incorporation of ESG factors. This appeals to socially conscious investors. Its diversified holdings and experienced management team contribute to its stability. However, building brand recognition and AUM are critical for its long-term success. The ETF is also transparent about its holdings and investment strategy, which fosters trust with investors.
Risk Analysis
Volatility
Historical volatility is moderate, generally tracking the overall market.
Market Risk
The ETF is subject to market risk, including fluctuations in stock prices and interest rates. Sector-specific risks also apply based on the underlying holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking diversified exposure with moderate risk tolerance.
Market Risk
The ETF is best for long-term investors and passive index followers.
Summary
ETF Exchange Listed Funds Trust is a hypothetical ETF designed for investors seeking diversified exposure to the broad market with a focus on long-term capital appreciation and current income. The ETF employs a passive investment strategy and aims to track a broad market index. It offers a competitive expense ratio and incorporates ESG factors. The ideal investor is a long-term investor with moderate risk tolerance.
Similar Companies
ITOT
iShares Core S&P Total U.S. Stock Market ETF
ITOT
iShares Core S&P Total U.S. Stock Market ETF
IVV
iShares Core S&P 500 ETF
IVV
iShares Core S&P 500 ETF
SCHB
Schwab U.S. Broad Market ETF
SCHB
Schwab U.S. Broad Market ETF
SPY
SPDR S&P 500 ETF Trust
SPY
SPDR S&P 500 ETF Trust
VOO
Vanguard S&P 500 ETF
VOO
Vanguard S&P 500 ETF
Sources and Disclaimers
Data Sources:
- Hypothetical analysis based on general ETF characteristics.
Disclaimers:
This is a hypothetical analysis for illustrative purposes only and does not constitute financial advice. Actual results may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Exchange Listed Funds Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by utilizing an investment strategy enhanced by the use of artificial intelligence. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities of U.S.-listed large capitalization companies.
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