RILA - ETF AI Analysis

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Indexperts Gorilla Aggressive Growth ETF (RILA)

Rating:73Outperform

Price Target:―

RILA, the Indexperts Gorilla Aggressive Growth ETF, has a solid overall rating driven mainly by high-quality growth names like Broadcom, Nvidia, and Arista Networks, which benefit from strong financial performance and leadership in AI and cloud technologies. These strengths are partly offset by risks such as generally high valuations across key holdings like Tesla, Meta, and Amazon, which could make the fund more sensitive to market pullbacks and add volatility for investors. The fund is also heavily tilted toward technology and AI-related businesses, so its performance will be closely tied to that sector’s fortunes.

Positive Factors

Strong Technology Leaders

Several major tech holdings like Broadcom, Nvidia, and KLA have shown strong gains, helping drive the fund’s overall performance.

Sector Diversification Across Growth Areas

The ETF spreads its investments across technology, consumer, health care, and other sectors, which helps reduce the impact if one industry stumbles.

Healthy Year-To-Date Performance

The fund’s positive year-to-date return suggests its aggressive growth approach has been rewarded so far this year.

Negative Factors

Heavy Tilt Toward Technology

With a large share of assets in technology stocks, the ETF is more exposed to swings in that sector than a more balanced fund.

Notable Underperforming Top Holdings

Key positions such as Tesla, Meta Platforms, and Palantir have shown weak recent performance, which can drag on the fund’s results.

High U.S. Market Concentration

Almost all of the ETF’s assets are invested in U.S. companies, offering little geographic diversification if the U.S. market faces a downturn.

RILA vs. SPDR S&P 500 ETF (SPY)

AUM42.95M

RegionNorth America

Expense Ratio0.50%

Beta1.08

IssuerIndexperts

Inception DateJan 02, 2025

Dividend Yield0.11%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume3,111

30 Day Avg. Volume4,283

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

14.04

Price Target Upside― Downside

Rating ConsensusStrong Buy

Number of Analyst Covering170

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

RILA Summary

The Indexperts Gorilla Aggressive Growth ETF (RILA) is a U.S. stock fund that focuses on aggressive growth across the whole market, without tracking a specific index. It leans heavily toward technology and other fast-growing areas, holding well-known companies like Nvidia, Amazon, Tesla, and Meta Platforms. Someone might invest in RILA if they want the chance for higher long-term growth by owning many innovative, fast-moving companies in one fund. However, because it is heavily tilted toward tech and other growth stocks, its price can swing a lot and may drop sharply when growth stocks fall out of favor.

How much will it cost me?The Indexperts Gorilla Aggressive Growth ETF (Ticker: RILA) has an expense ratio of 0.5%, which means you’ll pay $5 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on high-growth sectors and companies that require more research and management compared to passively managed ETFs. While the cost is higher, it reflects the ETF's strategy to target aggressive growth opportunities.

What would affect this ETF?The Indexperts Gorilla Aggressive Growth ETF (RILA) could benefit from continued innovation and expansion in technology and consumer cyclical sectors, which make up a significant portion of its holdings. However, rising interest rates or economic slowdowns could negatively impact growth-focused companies, particularly those in technology and communication services. Regulatory changes or geopolitical tensions affecting major U.S.-based firms like Nvidia, Tesla, and Meta Platforms may also influence the ETF's performance.

RILA Top 10 Holdings

RILA is leaning hard into U.S. tech and AI, with Nvidia, Broadcom, and Arista Networks acting as the main engines of growth, all showing rising or steady momentum despite some recent choppiness. Cybersecurity star Palo Alto Networks has been a standout winner, giving the fund an extra boost. On the flip side, Tesla is clearly dragging performance, and Meta has been mixed, losing some steam after an earlier run-up. Eli Lilly adds a strong health care counterweight, but overall this ETF is a concentrated bet on North American, innovation-driven growth.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
AVGO	Broadcom	5.11%	$2.20M	$1.85T	31.74%	76 Outperform
NVDA	Nvidia	4.85%	$2.08M	$4.86T	14.80%	76 Outperform
PANW	Palo Alto Networks	4.40%	$1.89M	$270.44B	103.00%	73 Outperform
LLY	Eli Lilly & Co	4.09%	$1.76M	$1.08T	45.82%	72 Outperform
AMZN	Amazon	4.03%	$1.73M	$2.92T	34.19%	71 Outperform
APH	Amphenol	3.73%	$1.60M	$197.70B	50.36%	78 Outperform
TSLA	Tesla	2.96%	$1.27M	$1.23T	4.14%	73 Outperform
KLAC	KLA	2.83%	$1.22M	$238.81B	99.59%	77 Outperform
ANET	Arista Networks	2.41%	$1.04M	$227.10B	53.63%	83 Outperform
PLTR	Palantir Technologies	2.21%	$947.53K	$295.01B	-21.79%	74 Outperform

RILA Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

11.90

Positive

100DMA

11.48

Positive

200DMA

11.47

Positive

Market Momentum

MACD

<0.01

Negative

RSI

64.95

Neutral

STOCH

90.18

Negative

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RILA, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 11.84, equal to the 50-day MA of 11.90, and equal to the 200-day MA of 11.47, indicating a bullish trend. The MACD of <0.01 indicates Negative momentum. The RSI at 64.95 is Neutral, neither overbought nor oversold. The STOCH value of 90.18 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RILA.

RILA Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
RILA	―	―	$42.95M	0.50%	73 Outperform
AOTG	―	―	$96.94M	0.75%	74 Outperform
JGRW	―	―	$87.31M	0.57%	74 Outperform
TSEL	―	―	$78.34M	0.67%	71 Outperform
HYP	―	―	$68.44M	0.85%	62 Neutral
SEMG	―	―	$62.47M	0.60%	72 Outperform

Performance Comparison

RILA

Indexperts Gorilla Aggressive Growth ETF

12.32

1.03

9.12%

AOTG

AOT Growth and Innovation ETF

―

JGRW

Jensen Quality Growth ETF

―

TSEL

Touchstone Sands Capital US Select Growth ETF

―

HYP

Golden Eagle Dynamic Hypergrowth ETF

―

SEMG

Suncoast Select Growth ETF

―

Glossary

BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―

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