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Two Roads Shared Trust - LeaderShares AlphaFactor Tactical Focused ETF(LSAT)
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 LSAT
11/13/2026: LSAT (3-star) is a STRONG-BUY. BUY for 10 days. Simulated Profits (-1.23%). Updated daily EoD!
LSAT is an actively managed ETF that provides US equity exposure through a quantitative 'AlphaFactor' tactical model, which rotates between equities and cash based on value, quality, and momentum indicators. Its primary strength lies in its systematic approach to downside risk management, making it a potential tool for investors seeking active, model-driven exposure. However, investors should be aware of the higher expense ratio, potential for tracking error against standard benchmarks, and the inherent liquidity constraints of a smaller fund. The fund is best suited for those who favor factor-based active management and should monitor the model's effectiveness across different market cycles.
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 | Mixed fit | The tactical nature of the fund may cause it to miss extended equity rallies if the model signals a move to cash. |
| Momentum investor | Strong fit while signal remains positive | The fund incorporates momentum factors, making it well-aligned with strategies seeking trend-following exposure. |
| Value investor | Mixed fit | While value is a component of the model, the fund's tactical rotation overrides traditional long-term value positioning. |
| Dividend/Income investor | Weak fit | The fund is primarily focused on tactical capital appreciation rather than consistent income generation. |
| Low-risk investor | Mixed fit | While it seeks to reduce downside risk via tactical cash positions, the fund's underlying equity selection can experience significant volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is an individual or financial advisor looking to add a tactical, factor-based 'satellite' component to a core portfolio, seeking potential downside protection.
Suitability
LSAT is best suited for medium-to-long-term investors who understand and trust a quantitative, rule-based approach to market rotation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The fund's tactical shifts can lead to tracking errors relative to the broader market and potential for rapid changes in exposure. |
| Market risk | High | The primary source of risk remains the performance of the underlying US equity holdings. |
| Concentration | Medium | The quantitative model may concentrate holdings in specific factors or sectors during certain market regimes. |
| Tracking/expense | Medium | The active management and tactical turnover result in a higher expense ratio than passive counterparts. |
| Liquidity | Medium / high | Low trading volumes may increase costs for investors entering or exiting large positions. |
| Business/sector quality | Medium | The strategy relies on the effectiveness of the proprietary model to identify quality assets. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
LSAT experiences periodic volatility as its tactical signals force shifts between high-beta equity exposure and defensive cash positions.
Market Risk
The fund is fundamentally exposed to the systematic risk of the US equity market, which cannot be entirely mitigated by tactical rotation.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 85 | The fund primarily maintains exposure to large-capitalization US stocks selected via quantitative factor models. |
| Cash/collateral | Cash and Cash Equivalents | 15 | Tactical liquidity is held in cash when the quantitative model suggests reduced equity market exposure. |
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 21.17% | Avg. Invested days 75 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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