RILA

Indexperts$11.55+0.01 (+0.11%)
AUM $42.0MER 0.50%NAV $11.86Holdings

Price Chart

Key Statistics

Previous Close

$11.54

Day Range

$11.54$11.56

52-Week Range

$10.08$12.37

Avg Volume

6.0K

Dividend Yield

0.08%

Expense Ratio

0.50%

AUM

$42.0M

Shares Outstanding

3.7M

ETF Grades

?

Country Allocation

CountryWeight %
United States95.13%
United Kingdom1.27%
Sweden1.05%
Ireland0.93%
Other0.72%
Canada0.45%
Cayman Islands0.20%
Israel0.11%
Switzerland0.09%
Netherlands0.04%

Fund Information

Inception Date
Jan 1, 2025
Exchange
NYSE_ARCA
Description
RILA targets US stocks of any capitalization perceived to have growth potential. The fund considers equity securities from two growth indices representing all-cap and large-cap companies. Both indices select companies based on growth factor scores and solvency criteria. The fund seeks to build a portfolio with a 65% match to the all-cap index and 35% to the large-cap index. Target allocations may be adjusted based on the fund managers judgment and analysis of broad market conditions and individual securities. The fund considers interest rates, trading volume and market sentiment indicators, market trends and sectors, individual securities, and other financial data. Index reconstitution and rebalancing inform security selection. However, as an actively managed ETF, the fund manager can buy or sell securities as part of their review or at any time at their discretion.

The Indexperts Gorilla Aggressive Growth ETF (RILA) is an exchange-traded fund issued by Indexperts that launched on Jan 1, 2025. It currently manages $42.0M in assets under management. The fund charges an expense ratio of 0.50%.

Top 10 holdings represent 38.2% of the fund

RankSymbolNameWeight %SharesMarket Value
1AVGOBroadcom Inc.5.32%5,598$2.2M
2NVDANVIDIA Corporation5.10%10,085$2.1M
3LLYEli Lilly and Company4.50%1,568$1.9M
4PANWPalo Alto Networks, Inc.4.29%5,449$1.8M
5APHAMPHENOL CL A ORD3.74%9,803$1.5M
6KLACKLA Corporation3.53%6,660$1.5M
7AMZNAMZN3.45%6,100$1.4M
8TSLATSLA3.05%3,948$1.3M
9METAFacebook Inc2.86%1,947$1.2M
10ANETArista Networks, Inc.2.40%5,606$990K
11PLTRPalantir Technologies Inc. Class A2.25%7,541$930K
12NFLXNetflix, Inc.2.15%12,916$890K
13COSTCostco Wholesale Corporation2.15%959$888K
14CRWDCrowdStrike Holdings, Inc. Class A1.93%4,344$797K
15ORCLORACLE ORD1.83%6,305$757K

Detailed Returns

PeriodReturnETF
1D
+0.11%
1W
-1.79%
1M
-3.67%
3M
+2.52%
6M
-0.04%
YTD
+0.34%
1Y
+1.23%
3Y
+15.06%
5Y
+15.06%

Moving Averages

20-Day MA

$11.93

Below 20-Day MA
50-Day MA

$11.87

Below 50-Day MA
200-Day MA

$11.49

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$12.37

Current Price

$11.55

52-Week Low

$10.08

$10.08$12.37

Current Yield

0.08%

Annual Dividend

$0.0158

Frequency

Quarterlyx/year

Last Ex-Date

Mar 30, 2026

Dividend History

Ex-DateAmountPay Date
Mar 30, 2026$0.0070Mar 31, 2026
Dec 30, 2025$0.0038Dec 31, 2025
Jun 27, 2025$0.0020Jun 30, 2025
Mar 28, 2025$0.0030Mar 31, 2025

Dividend Payments Over Time

Category Comparison

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