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Upturn AI SWOT - About
LeaderSharesTM AlphaFactor® US Core Equity ETF (LSAF)
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Upturn Advisory Summary
04/01/2025: LSAF (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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 6.13% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 14685 | Beta 1.06 | 52 Weeks Range 36.13 - 44.26 | Updated Date 04/1/2025 |
52 Weeks Range 36.13 - 44.26 | Updated Date 04/1/2025 |
Upturn AI SWOT
LeaderSharesTM AlphaFactor® US Core Equity ETF
ETF Overview
Overview
The LeaderSharesu2122 AlphaFactoru00ae US Core Equity ETF (LSAF) seeks long-term capital appreciation by investing in a diversified portfolio of U.S. equities selected based on a proprietary, rules-based alpha factor model.
Reputation and Reliability
Leader Capital Management has a solid reputation for developing and managing factor-based ETFs. Their reliability stems from a consistent and transparent investment process.
Management Expertise
The management team possesses experience in quantitative investing and factor-based strategies, aiming to deliver enhanced returns through a systematic approach.
Investment Objective
Goal
To achieve long-term capital appreciation by outperforming the broad US equity market.
Investment Approach and Strategy
Strategy: LSAF employs a proprietary, rules-based alpha factor model to select and weight stocks, seeking to identify companies with the highest potential for outperformance.
Composition The ETF primarily holds U.S. large- and mid-cap stocks. The specific holdings vary based on the model's output and market conditions.
Market Position
Market Share: Data unavailable to calculate Market Share
Total Net Assets (AUM): Data unavailable to calculate AUM
Competitors
Key Competitors
- IVV
- SPY
- VOO
- MTUM
- QUAL
Competitive Landscape
The ETF industry is highly competitive, with numerous funds offering exposure to U.S. equities. LSAF differentiates itself through its proprietary alpha factor model. A potential advantage is its rules-based approach, while a disadvantage is dependence on model effectiveness. It needs a higher AUM for better investor attraction.
Financial Performance
Historical Performance: Historical performance data is needed to evaluate the track record of LSAF.
Benchmark Comparison: A benchmark comparison would assess LSAF's outperformance or underperformance versus its stated benchmark.
Expense Ratio: Data unavailable to calculate Expense Ratio
Liquidity
Average Trading Volume
Average trading volume data is needed to evaluate LSAF's liquidity.
Bid-Ask Spread
Bid-ask spread data is needed to evaluate the cost of trading LSAF.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth, and market volatility significantly affect LSAF's performance. A rising interest rate environment may affect stock valuations.
Growth Trajectory
LSAF's growth depends on its ability to attract assets and generate alpha through its factor model. Changes to the model and underlying holdings are important to monitor.
Moat and Competitive Advantages
Competitive Edge
LSAF's competitive edge lies in its proprietary alpha factor model, which aims to identify and overweight stocks with the greatest potential for outperformance. This rules-based, systematic approach can potentially lead to consistent alpha generation. Additionally, the fund's focus on core U.S. equities provides broad market exposure while seeking to enhance returns. Finally, the transparency of the model-driven approach offers investors a clear understanding of the investment process.
Risk Analysis
Volatility
Volatility depends on its underlying holdings and factor selection. It is critical to measure the volatility of LSAF.
Market Risk
LSAF faces market risk, as declines in the U.S. equity market will negatively impact its performance. The factor model may also underperform during certain market cycles or economic conditions.
Investor Profile
Ideal Investor Profile
The ideal investor profile is one who seeks long-term capital appreciation and is comfortable with a factor-based investment approach. It is not for risk-averse investors.
Market Risk
LSAF is best suited for long-term investors who are willing to accept moderate risk in exchange for potential outperformance of the broad U.S. equity market.
Summary
The LeaderSharesu2122 AlphaFactoru00ae US Core Equity ETF aims to outperform the U.S. equity market through a proprietary alpha factor model. Its success hinges on the model's ability to identify and overweight high-potential stocks. Investors should be aware of the market risk and the potential for the model to underperform during certain periods. It is suitable for investors with a long-term investment horizon and moderate risk tolerance. LSAF's success is also dependent on its ability to attract investors and build AUM.
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VUG
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Sources and Disclaimers
Data Sources:
- Leader Capital Management Website
- SEC Filings
- ETF.com
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Past performance is not indicative of future results. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data may not be current.
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 LeaderSharesTM AlphaFactor® US Core Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, at least 80% of the fund's net assets, including any borrowings for investment purposes, will be invested in a diversified portfolio of equity securities of U.S. common stocks included in the index. The index utilizes a quantitative rules-based investment methodology that applies a multi-factor ranking process and is focused on the largest 1,000 U.S. common stocks based on market capitalization.
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