Advisors Series Trust Etf Profile

LCLG Etf  USD 54.23  0.29  0.54%   

Performance

20 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 9

 
High
 
Low
Low
Advisors Series is trading at 54.23 as of the 30th of November 2024. This is a 0.54 percent increase since the beginning of the trading day. The etf's lowest day price was 54.23. Advisors Series has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. Equity ratings for Advisors Series Trust are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
Under normal market conditions, the fund invests primarily in securities of companies that use innovative technologies or ideas to gain advantage over competitors. Logan Capital is traded on NYSEARCA Exchange in the United States. More on Advisors Series Trust

Moving together with Advisors Etf

  0.97VUG Vanguard Growth IndexPairCorr
  0.96IWF iShares Russell 1000PairCorr
  0.95IVW iShares SP 500PairCorr
  0.95SPYG SPDR Portfolio SPPairCorr
  0.95IUSG iShares Core SPPairCorr
  0.96VONG Vanguard Russell 1000PairCorr

Advisors Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationSize And Style ETFs, Broad Equity ETFs, Large Growth, Logan Capital (View all Sectors)
IssuerLogan Capital Management
Inception Date2022-08-05
Entity TypeRegulated Investment Company
Asset TypeEquity
CategoryBroad Equity
FocusSize and Style
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorU.S. Bancorp Fund Services, LLC
AdvisorLogan Capital Management, Inc.
CustodianU.S. Bank, N.A.
DistributorQuasar Distributors, LLC
Portfolio ManagerAl Besse, Stephen S. Lee, Dana H. Stewardson
Transfer AgentU.S. Bancorp Fund Services, LLC
Fiscal Year End30-Apr
ExchangeNYSE Arca, Inc.
Number of Constituents59.0
Market MakerGTS
Total Expense0.99
Management Fee0.65
Country NameUSA
Returns Y T D28.58
NameAdvisors Series Trust - Logan Capital Broad Innovative Growth ETF
Currency CodeUSD
Open FigiBBG0193FZS66
In Threey Volatility22.01
1y Volatility16.64
200 Day M A46.621
50 Day M A50.241
CodeLCLG
Updated At30th of November 2024
Currency NameUS Dollar
In Threey Sharp Ratio0.23
TypeETF
Advisors Series Trust [LCLG] is traded in USA and was established 2012-06-28. The fund is listed under Large Growth category and is part of Logan Capital family. The entity is thematically classified as Size And Style ETFs. Advisors Series Trust now have 40.56 M in assets. , while the total return for the last 3 years was 9.0%.
Check Advisors Series Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Advisors Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Advisors Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Advisors Series Trust Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Advisors Series Trust Etf Constituents

AAPLApple IncStockInformation Technology
AMZNAmazon IncStockConsumer Discretionary
APHAmphenolStockInformation Technology
AVGOBroadcomStockInformation Technology
DKSDicks Sporting GoodsStockConsumer Discretionary
ELEstee Lauder CompaniesStockConsumer Staples
KLACKLA TencorStockInformation Technology
MAMastercardStockFinancials
More Details

Advisors Series Trust Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Advisors Series. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Advisors Series Against Markets

When determining whether Advisors Series Trust offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Advisors Series' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Advisors Series Trust Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Advisors Series Trust Etf:
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Advisors Series Trust. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.
You can also try the Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.
The market value of Advisors Series Trust is measured differently than its book value, which is the value of Advisors that is recorded on the company's balance sheet. Investors also form their own opinion of Advisors Series' value that differs from its market value or its book value, called intrinsic value, which is Advisors Series' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Advisors Series' market value can be influenced by many factors that don't directly affect Advisors Series' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Advisors Series' value and its price as these two are different measures arrived at by different means. Investors typically determine if Advisors Series is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Advisors Series' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.