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RILA
+0.02 · +0.18%
$11.39 · NYSE ARCA

Spinnaker ETF Series (RILA) ETF Analysis | Large Growth

Indexperts · USA
AUM:$40.9M
#– of – in Large Growth ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 7.7% over the past year, showing positive momentum.

What is RILA?

Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of the fund"s net assets (plus borrowings for investment purposes) in common stocks of companies that the Advisor believes have the potential for growth. These securities may be of any market capitalization.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
RILA returned 7.7% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Concentration
Top 10 holdings make up 35.9% of the ETF — a moderate level of name concentration.
Income Component
Current yield of 0.08% — modest income alongside capital growth potential.
ETF Information
AUM$40.9M
Expense Ratio0.00%
Dividend Yield0.08%
Holdings49
Inception DateDec 2024
Domicile–
Distribution–
Index–
ProviderIndexperts
Beta–
CategoryLarge Growth
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+11.9%
1Y
+7.5%
3Y
+23.0%
5Y
+23.0%
OpenBook InsightIf you had invested £10,000 in RILA 5 years ago, it would have grown to £12,300 — a gain of £2,300.

Annual Returns

Calendar year performance

RILA delivered positive returns in 2 of the last 2 calendar years.
YearRILA
2026 YTD+7.2%
2025+15.5%
2/2 positive yearsAvg return: +11.3%Worst year: +7.2% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
17.6%
Low
Momentum
+4.8%
30-day change
Support Level
11.90
Key floor
Key Insights
  • Monitor key support and resistance levels as part of broader risk assessment.
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