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LRND

NYLI U.S. Large Cap R&D Leaders ETF
1W: -1.0% 1M: -5.0% 3M: -7.3% YTD: -7.0% 1Y: +12.7% 3Y: +77.6%
$37.81
+0.27 (+0.73%)
 
ETF NASDAQ · AUM $9.5M
ETF-Level Metrics
AUM$10M
Holdings107
Top 10 Wt65.3%
Beta1.09
% Profitable77%
Coverage76%
Portfolio Valuation
P/E35.1
P/B17.6
P/S11.8
EV/EBITDA25.7
P/FCF41.9
PEG0.94
Profitability & Returns
Gross Margin59.2%
Net Margin33.4%
ROE56.8%
ROA27.8%
ROIC46.2%
Div Yield0.62%
Leverage & Liquidity
Debt/Equity0.42
Debt/Assets0.21
Net Debt/EBITDA0.1x
Interest Cov102.5x
Current Ratio1.49
Quick Ratio1.43
Growth (YoY)
Revenue+30.2%
Net Income+44.8%
EPS+46.3%
FCF+37.1%
EBITDA+36.4%
Rev CAGR 3Y+24.0%
Quality Scores
Piotroski F7.5
Altman Z19.31
IS Quality85.6
IS Overall77.3
IS Value41.8
Median P/E29.7

Sector Breakdown

9 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 43 46.9% 47.7
Communication Services 6 13.7% 36.2
Healthcare 16 5.8% 24.5
Industrials 17 5.7% 35.7
Financial Services 8 5.4%
Consumer Defensive 8 3.1% 21.2
Basic Materials 2 1.1% 40.7
Consumer Cyclical 7 0.2% 16.2
Other 2 0.0%

Smart Money Overlap

10 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AVGO Broadcom Inc. 4.84% 4 Bullish 1 10 -0.9%
META Meta Platforms, Inc. 4.61% 4 Bullish 42 14 +0.2%
DE Deere & Company 1.39% 4 Bullish 10 3 +23.3%
ETN Eaton Corporation plc 1.12% 4 Bullish 10 12 +0.7%
ALLE Allegion plc 0.11% 4 Bullish 14 1 +1.0%
INGR Ingredion Incorporated 0.06% 4 Bullish 33 2 -0.5%
NOW ServiceNow, Inc. —% 4 Bullish 2 12 -4.6%
REGN Regeneron Pharmaceuticals, Inc. —% 4 Bullish 16 1 -4.2%
CSCO Cisco Systems, Inc. —% 4 Bullish 5 6 +3.7%
KVUE Kenvue Inc. —% 4 Bullish 3 4 -2.5%
Showing 50 of 109 holdings · Page 1 of 3
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA Corporation NVDA 14.64% $24.5M 128,951 36.2 $4.3T Technology
2 Apple Inc. AAPL 12.99% $21.7M 82,117 31.6 $3.7T Technology
3 Microsoft Corporation MSFT 10.02% $16.8M 42,181 23.1 $2.8T Technology
4 Alphabet Inc. Class A GOOGL 8.69% $14.5M 46,155 26.6 $3.5T Communication Services
5 Broadcom Inc. AVGO 4.84% $8.1M 24,329 60.5 $1.5T Technology
6 Meta Platforms Inc Class A META 4.61% $7.7M 11,751 24.8 $1.5T Communication Services
7 Eli Lilly and Company LLY 4.48% $7.5M 7,419 39.9 $865.9B Healthcare
8 Philip Morris International Inc. PM 2.21% $3.7M 20,120 22.7 $257.6B Consumer Defensive
9 Lam Research Corporation LRCX 1.45% $2.4M 9,917 47.3 $291.5B Technology
10 Deere & Company DE 1.39% $2.3M 3,509 32.5 $156.1B Industrials
11 Eaton Corp. Plc ETN 1.12% $1.9M 5,023 35.6 $145.5B Industrials
12 State Street Consumer Discretionary Select Sector SPDR ETF XLY 0.82% $1.4M 11,614 $21.9B Financial Services
13 Vanguard Consumer Discretionary ETF VCR 0.82% $1.4M 3,522 $6.7B Financial Services
14 Fidelity MSCI Consumer Discretionary Index ETF FDIS 0.82% $1.4M 13,579 $1.8B Financial Services
15 Trane Technologies plc TT 0.80% $1.3M 2,861 33.2 $96.2B Industrials
16 QUALCOMM Incorporated QCOM 0.72% $1.2M 8,439 26.0 $139.2B Technology
17 Vertiv Holdings Co. Class A VRT 0.72% $1.2M 4,916 79.2 $105.7B Industrials
18 State Street Technology Select Sector SPDR ETF XLK 0.70% $1.2M 8,259 $74.4B Financial Services
19 Fidelity MSCI Information Technology Index ETF FTEC 0.70% $1.2M 5,343 $16.1B Financial Services
20 Sherwin-Williams Company SHW 0.69% $1.2M 3,198 30.9 $79.8B Basic Materials
21 Illinois Tool Works Inc. ITW 0.66% $1.1M 3,730 25.2 $76.8B Industrials
22 AppLovin Corp. Class A APP 0.60% $1.0M 2,404 44.3 $147.6B Technology
23 Colgate-Palmolive Company CL 0.59% $989,982 10,411 32.3 $68.5B Consumer Defensive
24 State Street Communication Services Select Sector SPDR ETF XLC 0.56% $937,320 8,025 $27.2B Financial Services
25 Fidelity MSCI Communication Services Index ETF FCOM 0.55% $919,756 12,739 $1.7B Financial Services
26 Adobe Inc. ADBE 0.50% $834,276 3,226 13.5 $97.4B Technology
27 Intuit Inc. INTU 0.50% $834,546 2,193 27.4 $118.8B Technology
28 State Street Health Care Select Sector SPDR ETF XLV 0.41% $682,481 4,352 $38.9B Financial Services
29 Corteva Inc CTVA 0.40% $666,110 8,729 50.5 $55.2B Basic Materials
30 Electronic Arts Inc. EA 0.39% $644,687 3,217 74.4 $50.6B Communication Services
31 Rocket Lab Corporation RKLB 0.29% $488,509 6,894 -210.5 $41.5B Industrials
32 ResMed Inc. RMD 0.29% $485,332 1,873 22.3 $33.0B Healthcare
33 Kimberly-Clark Corporation KMB 0.28% $463,553 4,252 16.4 $33.0B Consumer Defensive
34 Insmed Incorporated INSM 0.27% $450,039 2,729 -24.8 $32.0B Healthcare
35 Axon Enterprise Inc AXON 0.26% $439,985 1,014 296.2 $37.0B Industrials
36 Mettler-Toledo International Inc. MTD 0.24% $395,357 287 29.7 $25.7B Healthcare
37 Veeva Systems Inc Class A VEEV 0.23% $385,683 2,139 32.2 $29.3B Healthcare
38 Ubiquiti Inc. UI 0.22% $364,656 486 57.1 $50.8B Technology
39 Incyte Corporation INCY 0.15% $256,036 2,527 14.2 $18.4B Healthcare
40 Fair Isaac Corporation FICO 0.15% $244,431 181 37.6 $24.7B Technology
41 Deckers Outdoor Corporation DECK 0.13% $221,713 1,868 14.1 $14.6B Consumer Cyclical
42 IDEX Corporation IEX 0.12% $202,915 978 29.7 $14.3B Industrials
43 Generac Holdings Inc. GNRC 0.11% $179,456 783 75.0 $12.0B Industrials
44 Allegion Public Limited Company ALLE 0.11% $183,218 1,130 19.7 $12.7B Industrials
45 BioMarin Pharmaceutical Inc. BMRN 0.10% $159,559 2,490 30.6 $10.7B Healthcare
46 PTC Inc. PTC 0.09% $148,954 960 20.9 $17.1B Technology
47 Acuity Inc. AYI 0.07% $116,861 376 21.3 $8.7B Industrials
48 Ingredion Incorporated INGR 0.06% $96,774 826 9.7 $7.0B Consumer Defensive
49 Atlassian Corp Class A TEAM 0.06% $101,129 1,331 -92.5 $17.5B Technology
50 Pegasystems Inc. PEGA 0.04% $60,782 1,340 17.9 $7.0B Technology

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms