RILA - ETF AI Analysis
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Indexperts Gorilla Aggressive Growth ETF (RILA)
Rating:73Outperform
Price Target:―
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)
AUM44.95M
RegionNorth America
Expense Ratio0.50%
Beta1.11
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. Volume3,549
30 Day Avg. Volume3,361
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
15.05Price 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, helped by a rising Amphenol and a surging Palantir that’s been a standout over the past quarter. On the flip side, Tesla has been dragging the fund, and Amazon’s recent softness hasn’t helped, even if its longer-term trend is steadier. Eli Lilly adds a health care twist with more mixed momentum. Overall, this is a North America–centric, tech-heavy ETF built to ride the AI and growth wave, for better or worse.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 4.97% | $2.23M | $5.24T | 16.87% | 76 Outperform | |
| Palo Alto Networks | 4.58% | $2.06M | $302.88B | 64.51% | 73 Outperform | |
| Eli Lilly & Co | 4.44% | $2.00M | $1.18T | 56.57% | 72 Outperform | |
| Broadcom | 4.37% | $1.96M | $1.64T | -5.89% | 76 Outperform | |
| Amphenol | 3.62% | $1.63M | $200.95B | 26.30% | 78 Outperform | |
| Amazon | 3.52% | $1.58M | $2.75T | 17.35% | 71 Outperform | |
| Palantir Technologies | 3.43% | $1.54M | $481.81B | 4.42% | 74 Outperform | |
| Tesla | 3.25% | $1.46M | $1.43T | -19.26% | 73 Outperform | |
| KLA | 2.63% | $1.18M | $227.67B | 49.76% | 77 Outperform | |
| CrowdStrike Holdings | 2.41% | $1.08M | $250.42B | 87.67% | 67 Neutral |
RILA Technical Analysis
Negative
―
Price Trends
12.25
Negative
12.09
Negative
11.63
Positive
Market Momentum
0.05
Positive
41.78
Neutral
8.15
Positive
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 12.32, equal to the 50-day MA of 12.25, and equal to the 200-day MA of 11.63, indicating a neutral trend. The MACD of 0.05 indicates Positive momentum. The RSI at 41.78 is Neutral, neither overbought nor oversold. The STOCH value of 8.15 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for RILA.
RILA Peer Comparison
Comparison Results
Performance Comparison
RILA
Indexperts Gorilla Aggressive Growth ETF
12.06
0.28
2.38%
TSEL
Touchstone Sands Capital US Select Growth ETF
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―
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JGRW
Jensen Quality Growth ETF
―
―
―
SEMG
Suncoast Select Growth ETF
―
―
―
ZDIS
Virtus Zevenbergen Discovery Growth ETF
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―
―
NSIG
North Square Growth Opportunities ETF
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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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