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, earns a solid overall rating largely because many of its biggest positions—like Nvidia, Broadcom, and Amphenol—show strong financial performance, positive earnings commentary, and clear growth potential in areas such as AI and advanced hardware. Growth leaders like Tesla, Meta, Palantir, and Netflix also support the fund’s appeal, though their high valuations and some bearish or mixed technical signals, along with risks at holdings like Oracle (including leverage and negative free cash flow), highlight that the main risk is exposure to richly valued, growth-focused tech and AI names that could be volatile if expectations aren’t met.

Positive Factors

Exposure to Leading Growth Companies

The ETF’s top holdings include many well-known, innovative U.S. growth companies that can benefit if technology and consumer trends stay favorable.

Sector Diversification Within Growth Areas

Holdings spread across technology, consumer, health care, communication services, and industrials help avoid relying on just one growth sector.

Moderate Fund Size

The fund’s assets under management are large enough to provide stability but not so large that it becomes difficult to adjust positions.

Negative Factors

Recent Weak Performance

The ETF has shown weak returns over the past month, three months, and year to date, which may concern investors looking for near-term strength.

High Concentration in Technology and a Few Stocks

A large portion of the portfolio is in technology and a small group of big names, increasing the impact if these areas or companies struggle.

Above-Average Expense Ratio

The fund’s expense ratio is on the higher side for an ETF, which means more of the return is eaten up by fees over time.

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

AUM40.78M

RegionNorth America

Expense Ratio0.50%

Beta1.08

IssuerIndexperts

Inception DateJan 02, 2025

Dividend Yield0.08%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume4,551

30 Day Avg. Volume5,496

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

14.07

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering171

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

RILA Summary

The Indexperts Gorilla Aggressive Growth ETF (RILA) is a U.S.-focused fund that aims for aggressive growth across the total stock market, without tracking a specific index. It leans heavily toward fast-growing areas like technology, consumer, and health care companies. Well-known holdings include 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. A key risk is that aggressive growth stocks can be very volatile, so the price of this ETF can rise and fall sharply.

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. growth stories, with a clear tech-and-AI backbone. Nvidia and KLA are doing the heavy lifting, riding strong momentum in chips and AI infrastructure, while Amphenol adds a steady industrial-tech boost. On the flip side, Tesla is wobbling and Amazon looks tired lately, both dragging on returns despite solid long-term narratives. Meta has been a quiet helper, recovering with improving sentiment. Overall, the fund is concentrated in U.S. technology and consumer names, so its fortunes are tightly tied to the growth and AI trade.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	5.00%	$2.00M	$4.57T	47.03%	76 Outperform
AVGO	Broadcom	4.78%	$1.91M	$1.58T	58.87%	76 Outperform
LLY	Eli Lilly & Co	4.29%	$1.71M	$962.75B	20.10%	72 Outperform
TSLA	Tesla	4.09%	$1.64M	$1.54T	20.97%	73 Outperform
APH	Amphenol	3.75%	$1.50M	$181.59B	120.20%	78 Outperform
AMZN	Amazon	3.24%	$1.30M	$2.20T	-3.50%	71 Outperform
META	Meta Platforms	3.21%	$1.28M	$1.63T	-4.62%	76 Outperform
PLTR	Palantir Technologies	2.55%	$1.02M	$322.82B	44.02%	74 Outperform
NFLX	Netflix	2.54%	$1.02M	$329.29B	-23.09%	73 Outperform
KLAC	KLA	2.54%	$1.02M	$194.03B	101.70%	77 Outperform

RILA Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

11.43

Negative

100DMA

11.57

Negative

200DMA

11.35

Negative

Market Momentum

MACD

-0.16

Positive

RSI

34.65

Neutral

STOCH

34.13

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RILA, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 11.12, equal to the 50-day MA of 11.43, and equal to the 200-day MA of 11.35, indicating a bearish trend. The MACD of -0.16 indicates Positive momentum. The RSI at 34.65 is Neutral, neither overbought nor oversold. The STOCH value of 34.13 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for RILA.

RILA Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
RILA	―	―	$40.78M	0.50%	73 Outperform
AOTG	―	―	$82.37M	0.75%	72 Outperform
HGRO	―	―	$81.92M	0.70%	69 Neutral
GROZ	―	―	$56.59M	0.56%	75 Outperform
SEMG	―	―	$55.97M	0.60%	71 Outperform
VUSG	―	―	$22.65M	0.35%	74 Outperform

Performance Comparison

RILA

Indexperts Gorilla Aggressive Growth ETF

10.78

0.54

5.27%

AOTG

AOT Growth and Innovation ETF

―

HGRO

Hedgeye Quality Growth ETF

―

GROZ

Zacks Focus Growth ETF

―

SEMG

Suncoast Select Growth ETF

―

VUSG

Vanguard Wellington U.S. Growth Active 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.

Disclaimer

This 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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