RILA - ETF AI Analysis
Top Page
Indexperts Gorilla Aggressive Growth ETF (RILA)
Rating:72Outperform
Price Target:―
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)
AUM40.04M
RegionNorth America
Expense Ratio0.50%
Beta1.06
IssuerIndexperts
Inception DateJan 02, 2025
Dividend Yield0.12%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume6,041
30 Day Avg. Volume4,424
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
13.44Price Target Upside― Downside
Rating ConsensusStrong 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. tech and growth stories, and that’s where the drama is. Nvidia and Broadcom, once the engines of the rally, have been losing altitude lately, so their weakness can tug on returns. Tesla is clearly dragging the fund, as sentiment around EVs has cooled. On the brighter side, KLA has been a quiet winner in the semiconductor space, helping offset some of that pressure, while Netflix and Palantir are showing more mixed, stop‑and‑go momentum. Overall, this is a U.S.-centric, tech-heavy ride built for aggressive growth swings.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Broadcom | 5.40% | $2.15M | $1.76T | 112.91% | 76 Outperform | |
| Nvidia | 4.95% | $1.97M | $4.58T | 71.00% | 76 Outperform | |
| Eli Lilly & Co | 3.82% | $1.52M | $887.63B | 23.22% | 72 Outperform | |
| Amazon | 3.78% | $1.51M | $2.56T | 31.72% | 71 Outperform | |
| Amphenol | 3.59% | $1.43M | $173.01B | 121.92% | 78 Outperform | |
| Tesla | 3.58% | $1.43M | $1.31T | 39.66% | 73 Outperform | |
| Netflix | 3.46% | $1.38M | $434.92B | 10.77% | 73 Outperform | |
| Meta Platforms | 3.18% | $1.27M | $1.59T | 19.39% | 76 Outperform | |
| KLA | 2.98% | $1.19M | $227.72B | 164.01% | 77 Outperform | |
| Palantir Technologies | 2.51% | $1.00M | $306.28B | 42.92% | 74 Outperform |
RILA Technical Analysis
Neutral
―
Price Trends
10.83
Positive
11.21
Negative
11.36
Negative
Market Momentum
-0.03
Negative
58.86
Neutral
92.91
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RILA, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 10.58, equal to the 50-day MA of 10.83, and equal to the 200-day MA of 11.36, indicating a neutral trend. The MACD of -0.03 indicates Negative momentum. The RSI at 58.86 is Neutral, neither overbought nor oversold. The STOCH value of 92.91 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for RILA.
RILA Peer Comparison
Comparison Results
Performance Comparison
RILA
Indexperts Gorilla Aggressive Growth ETF
10.97
1.56
16.58%
HGRO
Hedgeye Quality Growth ETF
―
―
―
AOTG
AOT Growth and Innovation ETF
―
―
―
GROZ
Zacks Focus Growth ETF
―
―
―
SEMG
Suncoast Select Growth ETF
―
―
―
HYP
Golden Eagle Dynamic Hypergrowth 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: ―
Table of Contents