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LRND

NYLI U.S. Large Cap R&D Leaders ETF
1W: -2.3% 1M: -5.2% 3M: -5.7% YTD: -8.0% 1Y: +13.5% 3Y: +79.1%
$37.40
-0.72 (-1.90%)
After Hours: $35.14 (-2.25, -6.02%)
ETF NASDAQ · AUM $9.4M
ETF-Level Metrics
AUM$9M
Holdings107
Top 10 Wt65.3%
Beta1.09
% Profitable77%
Coverage76%
Portfolio Valuation
P/E34.9
P/B17.4
P/S11.7
EV/EBITDA25.4
P/FCF41.5
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 Overall69.7
IS Value41.8
Median P/E28.4

Sector Breakdown

9 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 43 46.9% 48.2
Communication Services 6 13.7% 36.3
Healthcare 16 5.8% 23.7
Industrials 17 5.7% 36.7
Financial Services 8 5.4%
Consumer Defensive 8 3.1% 21.2
Basic Materials 2 1.1% 38.4
Consumer Cyclical 7 0.2% 15.5
Other 2 0.0%

Smart Money Overlap

10 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
MSFT Microsoft Corporation 10.02% 4 Bullish 1 23 -5.0%
AVGO Broadcom Inc. 4.84% 4 Bullish 1 11 -3.5%
DE Deere & Company 1.39% 4 Bullish 10 3 +19.5%
ETN Eaton Corporation plc 1.12% 4 Bullish 10 12 -4.2%
ALLE Allegion plc 0.11% 4 Bullish 14 1 -2.5%
INGR Ingredion Incorporated 0.06% 4 Bullish 33 2 -1.9%
NOW ServiceNow, Inc. —% 4 Bullish 2 11 +2.2%
CSCO Cisco Systems, Inc. —% 4 Bullish 5 6 -1.6%
KVUE Kenvue Inc. —% 4 Bullish 3 4 -3.8%
TTD The Trade Desk, Inc. —% 4 Bullish 10 5 -4.2%
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 35.0 $4.2T Technology
2 Apple Inc. AAPL 12.99% $21.7M 82,117 31.1 $3.6T Technology
3 Microsoft Corporation MSFT 10.02% $16.8M 42,181 23.8 $2.8T Technology
4 Alphabet Inc. Class A GOOGL 8.69% $14.5M 46,155 27.5 $3.6T Communication Services
5 Broadcom Inc. AVGO 4.84% $8.1M 24,329 59.0 $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 39.4 $856.6B Healthcare
8 Philip Morris International Inc. PM 2.21% $3.7M 20,120 22.4 $253.9B Consumer Defensive
9 Lam Research Corporation LRCX 1.45% $2.4M 9,917 46.3 $285.2B Technology
10 Deere & Company DE 1.39% $2.3M 3,509 31.4 $151.2B Industrials
11 Eaton Corp. Plc ETN 1.12% $1.9M 5,023 33.9 $138.4B Industrials
12 State Street Consumer Discretionary Select Sector SPDR ETF XLY 0.82% $1.4M 11,614 $21.2B Financial Services
13 Vanguard Consumer Discretionary ETF VCR 0.82% $1.4M 3,522 $6.6B Financial Services
14 Fidelity MSCI Consumer Discretionary Index ETF FDIS 0.82% $1.4M 13,579 $1.7B Financial Services
15 Trane Technologies plc TT 0.80% $1.3M 2,861 31.4 $91.0B Industrials
16 QUALCOMM Incorporated QCOM 0.72% $1.2M 8,439 25.9 $138.7B Technology
17 Vertiv Holdings Co. Class A VRT 0.72% $1.2M 4,916 73.4 $97.9B Industrials
18 State Street Technology Select Sector SPDR ETF XLK 0.70% $1.2M 8,259 $73.6B Financial Services
19 Fidelity MSCI Information Technology Index ETF FTEC 0.70% $1.2M 5,343 $15.6B Financial Services
20 Sherwin-Williams Company SHW 0.69% $1.2M 3,198 29.1 $75.2B Basic Materials
21 Illinois Tool Works Inc. ITW 0.66% $1.1M 3,730 24.4 $74.3B Industrials
22 AppLovin Corp. Class A APP 0.60% $1.0M 2,404 44.9 $149.5B Technology
23 Colgate-Palmolive Company CL 0.59% $989,982 10,411 32.1 $68.2B Consumer Defensive
24 State Street Communication Services Select Sector SPDR ETF XLC 0.56% $937,320 8,025 $26.8B 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 14.1 $101.9B Technology
27 Intuit Inc. INTU 0.50% $834,546 2,193 29.3 $126.8B Technology
28 State Street Health Care Select Sector SPDR ETF XLV 0.41% $682,481 4,352 $38.1B Financial Services
29 Corteva Inc CTVA 0.40% $666,110 8,729 47.6 $52.0B Basic Materials
30 Electronic Arts Inc. EA 0.39% $644,687 3,217 73.7 $50.2B Communication Services
31 Rocket Lab Corporation RKLB 0.29% $488,509 6,894 -194.2 $38.1B 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 16.2 $32.6B Consumer Defensive
34 Insmed Incorporated INSM 0.27% $450,039 2,729 -22.8 $29.3B Healthcare
35 Axon Enterprise Inc AXON 0.26% $439,985 1,014 319.4 $39.9B Industrials
36 Mettler-Toledo International Inc. MTD 0.24% $395,357 287 28.2 $24.6B Healthcare
37 Veeva Systems Inc Class A VEEV 0.23% $385,683 2,139 33.3 $30.3B Healthcare
38 Ubiquiti Inc. UI 0.22% $364,656 486 52.1 $46.3B Technology
39 Incyte Corporation INCY 0.15% $256,036 2,527 13.9 $18.1B Healthcare
40 Fair Isaac Corporation FICO 0.15% $244,431 181 40.7 $26.7B Technology
41 Deckers Outdoor Corporation DECK 0.13% $221,713 1,868 14.2 $14.6B Consumer Cyclical
42 IDEX Corporation IEX 0.12% $202,915 978 28.5 $13.8B Industrials
43 Generac Holdings Inc. GNRC 0.11% $179,456 783 72.8 $11.7B Industrials
44 Allegion Public Limited Company ALLE 0.11% $183,218 1,130 19.0 $12.3B Industrials
45 BioMarin Pharmaceutical Inc. BMRN 0.10% $159,559 2,490 29.8 $10.4B Healthcare
46 PTC Inc. PTC 0.09% $148,954 960 21.8 $17.8B Technology
47 Acuity Inc. AYI 0.07% $116,861 376 20.0 $8.2B Industrials
48 Ingredion Incorporated INGR 0.06% $96,774 826 9.5 $6.9B Consumer Defensive
49 Atlassian Corp Class A TEAM 0.06% $101,129 1,331 -102.6 $19.4B Technology
50 Pegasystems Inc. PEGA 0.04% $60,782 1,340 18.8 $7.4B Technology

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