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Upturn AI Summary
IQ U.S. Large Cap R&D Leaders ETF(LRND)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for LRND
10/28/2026: LRND (2-star) is currently NOT-A-BUY. Pass it for now.
IQ U.S. Large Cap R&D Leaders ETF (LRND) provides targeted exposure to US large-cap companies that maintain high levels of research and development spending. Its main strengths include a disciplined, rules-based approach to identifying innovation-driven firms. The fund is best used as a satellite holding to tilt a portfolio toward growth. Investors should be aware of risks such as higher sector concentration in tech and pharma, sensitivity to interest rates, and lower liquidity compared to broader benchmarks. It is most suitable for long-term growth investors who believe that high R&D investment is a sustainable indicator of future corporate success.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund focuses on companies prioritizing long-term growth through significant R&D investment. |
| Momentum investor | Mixed fit | Momentum investors may find the strategy useful when R&D-led innovation is outperforming the broader market. |
| Value investor | Weak fit | The fund's focus on growth-oriented R&D spending often results in higher valuation multiples that do not align with traditional value metrics. |
| Dividend/Income investor | Weak fit | Companies that prioritize heavy R&D reinvestment often pay lower dividends than more mature, income-focused firms. |
| Low-risk investor | Weak fit | The concentration in growth-focused stocks and R&D leaders carries higher volatility than defensive or low-beta strategies. |
Investor Profile
Ideal Investor Profile
Growth-oriented investors looking for a systematic way to tilt their portfolio toward highly innovative companies.
Suitability
Best suited for long-term investors comfortable with growth-factor volatility, rather than short-term traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The focus on growth-oriented R&D companies typically leads to higher price swings during market turbulence. |
| Market risk | High | The fund is subject to general equity market downturns which disproportionately affect growth stocks. |
| Concentration | Medium / high | The strategy may be overweight in specific sectors like Technology and Healthcare that spend the most on R&D. |
| Tracking/expense | Medium | Fees and index tracking deviations can impact the long-term net returns for investors. |
| Liquidity | Medium | Lower trading volume compared to major ETFs can lead to higher execution costs for large trades. |
| Business/sector quality | Medium | The fund relies on the assumption that R&D spending is a consistent proxy for future business success. |
Risk Analysis
Volatility
LRND exhibits volatility consistent with a growth-focused factor ETF, often exceeding the S&P 500 during market corrections.
Market Risk
The fund faces systemic market risk exacerbated by its focus on R&D-intensive firms that are highly sensitive to valuation shifts and interest rates.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 98 | The fund provides concentrated exposure to the largest US companies that allocate significant capital to research and development. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small portion of the fund is held in cash to manage daily liquidity and rebalancing needs. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 50.17% | Avg. Invested days 82 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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