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Upturn AI SWOT - About
Two Roads Shared Trust - LeaderShares AlphaFactor Tactical Focused ETF (LSAT)
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Upturn Advisory Summary
10/24/2025: LSAT (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.
Analysis of Past Performance
Type ETF | Historic Profit 18.08% | Avg. Invested days 86 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.69 | 52 Weeks Range 34.81 - 43.31 | Updated Date 06/29/2025 |
52 Weeks Range 34.81 - 43.31 | Updated Date 06/29/2025 |
Upturn AI SWOT
Two Roads Shared Trust - LeaderShares AlphaFactor Tactical Focused ETF
ETF Overview
Overview
The LeaderShares AlphaFactor Tactical Focused ETF (LSAF) is an actively managed fund that seeks long-term capital appreciation. It utilizes a tactical approach, employing quantitative and qualitative analysis to identify attractive investment opportunities across various sectors and market capitalizations.
Reputation and Reliability
LeaderShares is known for its actively managed ETFs employing factor-based and tactical strategies.
Management Expertise
The management team possesses experience in quantitative analysis, portfolio management, and tactical asset allocation.
Investment Objective
Goal
To seek long-term capital appreciation through active management.
Investment Approach and Strategy
Strategy: Actively managed ETF utilizing a multi-factor model to select securities based on valuation, profitability, quality, and technical factors.
Composition The ETF primarily invests in U.S. equity securities across different market capitalizations. Asset allocation may shift based on market conditions.
Market Position
Market Share: LSAF's market share is relatively small compared to larger passively managed ETFs.
Total Net Assets (AUM): 17500000
Competitors
Key Competitors
- Invesco DWA Momentum ETF (PDP)
- First Trust Dorsey Wright Focus 5 ETF (FV)
- iShares MSCI USA Momentum Factor ETF (MTUM)
Competitive Landscape
The ETF market is highly competitive, with a mix of passively managed and actively managed funds. LSAF competes with other tactical and factor-based ETFs. LSAF's active management aims to outperform passive strategies, but this comes with higher fees and potential for underperformance. Competitors have the advantage of greater scale and liquidity.
Financial Performance
Historical Performance: Historical performance data should be sourced from financial websites like Yahoo Finance, Google Finance, or ETF.com.
Benchmark Comparison: The ETF's performance can be compared to broad market indices like the S&P 500 or specific factor-based indices.
Expense Ratio: 0.79
Liquidity
Average Trading Volume
Average trading volume is typically moderate and is subject to fluctuate based on market conditions.
Bid-Ask Spread
The bid-ask spread can vary but is generally wider than that of more liquid, passively managed ETFs.
Market Dynamics
Market Environment Factors
Economic indicators, market volatility, interest rates, and sector-specific trends can influence the fund's performance.
Growth Trajectory
The ETF's growth depends on its ability to deliver competitive returns relative to its peers and benchmark, and also grow its AUM.
Moat and Competitive Advantages
Competitive Edge
LSAF aims to provide long-term capital appreciation using an active, multi-factor tactical approach. Its strategy relies on identifying securities with attractive valuations, strong profitability, high quality, and positive technical trends. This active management approach, if successful, can potentially outperform passive investment strategies. The fund dynamically adjusts its holdings based on market conditions, adapting to changing opportunities. This tactical flexibility can be a competitive advantage in volatile markets.
Risk Analysis
Volatility
Volatility is typical of equity investments and will fluctuate with market conditions.
Market Risk
The ETF is subject to market risk, sector concentration risk, and the risk associated with active management, including the potential for underperformance.
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation and willing to accept moderate risk may find LSAF suitable.
Market Risk
This ETF is suitable for investors comfortable with active management and tactical strategies, rather than passive index tracking.
Summary
The LeaderShares AlphaFactor Tactical Focused ETF (LSAF) is an actively managed fund seeking long-term capital appreciation. It uses a tactical multi-factor model to select securities. The fund offers exposure to U.S. equities, with adjustments made based on market conditions. LSAF is suited for investors comfortable with active management and willing to accept market risk. It competes in a crowded ETF landscape against both passive and actively managed funds, where its long-term performance will determine its fate.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Yahoo Finance
- Fund Fact Sheet
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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 Two Roads Shared Trust - LeaderShares AlphaFactor Tactical Focused ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will typically be invested in a diversified portfolio of equity securities of companies with market capitalizations of at least $1 billion at the time of initial purchase. It may focus its investments in a particular sector, industry or group of industries.
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