RILA - ETF AI Analysis
Top Page
Indexperts Gorilla Aggressive Growth ETF (RILA)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Technology Leaders at the Top
Several of the largest holdings in technology and related areas have shown strong or steady performance, helping support the fund’s returns.
Broad Sector Diversification
The ETF spreads its investments across many sectors, which can help reduce the impact if any single industry runs into trouble.
Solid Size for a Niche Growth Fund
With tens of millions in assets, the fund is large enough to be established while still focused on its aggressive growth strategy.
Negative Factors
Heavy Tilt Toward Technology
A large share of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
Mixed Performance So Far This Year
The ETF’s year-to-date return is slightly negative, reflecting a mix of strong winners and some lagging holdings in the top positions.
Moderate Expense Ratio
The fund’s fees are not especially low, which means costs may eat into returns more than with some cheaper index ETFs.
RILA vs. SPDR S&P 500 ETF (SPY)
AUM43.90M
RegionNorth America
Expense Ratio0.50%
Beta1.07
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. Volume2,393
30 Day Avg. Volume3,864
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
14.61Price 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.-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 and consumer companies. Well-known holdings include Nvidia, Amazon, Tesla, and Meta Platforms, which are all leaders in innovation and long-term growth trends. Someone might invest in RILA to seek higher growth potential and diversify across many high-growth U.S. stocks. However, this ETF is heavily tilted toward growth and tech names, so its price can swing sharply and may fall more than the overall market in downturns.
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, with chip and AI names setting the tone. KLA and Amphenol have been the real engines lately, rising steadily and giving the fund a solid tech tailwind, while Palo Alto Networks adds more momentum from the cybersecurity side. Eli Lilly brings a healthy dose of defensive growth from the healthcare corner, also trending higher. On the flip side, Tesla, Meta, and Oracle have been losing steam, acting as mild brakes on performance rather than full-on roadblocks.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Broadcom | 4.87% | $2.11M | $1.96T | 54.52% | 76 Outperform | |
| Nvidia | 4.59% | $1.99M | $5.10T | 44.72% | 76 Outperform | |
| Eli Lilly & Co | 4.50% | $1.95M | $1.03T | 43.01% | 72 Outperform | |
| KLA | 4.33% | $1.88M | $339.06B | 214.34% | 77 Outperform | |
| Palo Alto Networks | 4.22% | $1.83M | $234.54B | 40.86% | 73 Outperform | |
| Amphenol | 3.81% | $1.65M | $201.71B | 74.24% | 78 Outperform | |
| Tesla | 3.80% | $1.65M | $1.50T | 16.17% | 73 Outperform | |
| Amazon | 3.42% | $1.49M | $2.63T | 11.66% | 71 Outperform | |
| Meta Platforms | 2.55% | $1.11M | $1.47T | -19.28% | 76 Outperform | |
| Netflix | 2.22% | $966.22K | $325.83B | -41.86% | 73 Outperform |
RILA Technical Analysis
Positive
―
Price Trends
11.70
Positive
11.28
Positive
11.46
Positive
Market Momentum
0.07
Negative
60.96
Neutral
88.88
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 11.88, equal to the 50-day MA of 11.70, and equal to the 200-day MA of 11.46, indicating a bullish trend. The MACD of 0.07 indicates Negative momentum. The RSI at 60.96 is Neutral, neither overbought nor oversold. The STOCH value of 88.88 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
Performance Comparison
RILA
Indexperts Gorilla Aggressive Growth ETF
12.15
1.05
9.46%
GROZ
Zacks Focus Growth 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: ―
Table of Contents