SURE - ETF AI Analysis
Top Page
AdvisorShares Insider Advantage ETF (SURE)
Rating:71Outperform
Price Target:―
Positive Factors
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any one industry struggles.
Strong Top Holdings Performance
Most of the largest positions have shown strong gains so far this year, supporting the ETF’s recent results.
Positive Recent Performance Trend
The ETF has delivered steady gains over the past month, three months, and year to date, indicating solid recent momentum.
Negative Factors
High Expense Ratio
The fund charges relatively high annual fees, which can eat into long-term returns compared with lower-cost ETFs.
Single-Country Concentration
Almost all assets are invested in U.S. companies, offering little geographic diversification if the U.S. market weakens.
Smaller Asset Base
With a modest level of assets under management, the ETF may be less liquid and more sensitive to large investor flows than bigger funds.
SURE vs. SPDR S&P 500 ETF (SPY)
AUM52.41M
RegionNorth America
Expense Ratio0.90%
Beta0.82
IssuerAdvisorShares
Inception DateOct 04, 2011
Dividend Yield0.93%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume178
30 Day Avg. Volume144
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
160.09Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering100
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SURE Summary
The AdvisorShares Insider Advantage ETF (SURE) is an actively managed fund that invests mainly in U.S. stocks across many sectors, including technology, consumer, industrials, and energy. It does not track a set index; instead, it focuses on companies where corporate insiders are buying shares, aiming to benefit from their knowledge of their own businesses. Well-known holdings include Marvell and Applied Materials, both major tech-related companies. Someone might invest in SURE for broad U.S. stock market exposure with a potential growth tilt. A key risk is that it can rise or fall with the overall stock market, and its insider-focused strategy may not always outperform.
How much will it cost me?The AdvisorShares Insider Advantage ETF (Ticker: SURE) has an expense ratio of 0.9%, meaning you’ll pay $9 per year for every $1,000 invested. This is higher than average because it is actively managed, which typically involves more research and trading compared to passively managed funds that track an index.
What would affect this ETF?The AdvisorShares Insider Advantage ETF (SURE) could benefit from growth in the U.S. economy, particularly in sectors like technology and industrials, which make up a significant portion of its holdings. However, rising interest rates or economic slowdowns could negatively impact consumer cyclical and financial sectors, which are also heavily represented in the ETF. Additionally, regulatory changes or shifts in insider trading rules could affect the fund's unique strategy of leveraging insider activities.
SURE Top 10 Holdings
SURE may be marketed as a total-market play, but its story right now is all about U.S. growth names with an insider tilt, especially in tech and industrials. Marvell, Applied Materials, and ON Semiconductor are doing much of the heavy lifting, riding strong momentum in chips and AI, while KLA adds steady strength in the same theme. On the industrial and energy side, Old Dominion Freight and TechnipFMC are quietly pulling their weight. DaVita looks more mixed, occasionally losing steam and keeping overall returns from looking even stronger.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| DaVita | 1.57% | $827.87K | $12.45B | 34.68% | 59 Neutral | |
| Murphy USA | 1.31% | $692.22K | $10.66B | 13.85% | 68 Neutral | |
| Qualcomm | 1.31% | $691.13K | $202.97B | 33.45% | 80 Outperform | |
| Oklo Inc | 1.31% | $691.10K | $13.82B | 193.58% | 42 Neutral | |
| Caterpillar | 1.30% | $686.86K | $431.29B | 189.40% | 76 Outperform | |
| Marvell | 1.29% | $681.71K | $150.54B | 205.72% | 76 Outperform | |
| Kforce | 1.29% | $680.17K | $750.55M | 11.76% | 66 Neutral | |
| ON Semiconductor | 1.28% | $676.93K | $41.45B | 172.60% | 73 Outperform | |
| Lam Research | 1.27% | $672.50K | $371.63B | 295.91% | 77 Outperform | |
| Applied Materials | 1.27% | $669.50K | $340.16B | 175.09% | 77 Outperform |
SURE Technical Analysis
Positive
―
Price Trends
131.87
Positive
131.44
Positive
126.31
Positive
Market Momentum
1.92
Negative
70.41
Negative
66.74
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SURE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 135.49, equal to the 50-day MA of 131.87, and equal to the 200-day MA of 126.31, indicating a bullish trend. The MACD of 1.92 indicates Negative momentum. The RSI at 70.41 is Negative, neither overbought nor oversold. The STOCH value of 66.74 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SURE.
SURE Peer Comparison
Comparison Results
Performance Comparison
SURE
AdvisorShares Insider Advantage ETF
138.97
28.24
25.50%
YALL
God Bless America ETF
―
―
―
BAMD
Brookstone Dividend Stock ETF
―
―
―
SOVF
Sovereign's Capital Flourish Fund
―
―
―
STNC
Stance Equity ESG Large Cap Core ETF
―
―
―
RFDA
RiverFront Dynamic US Dividend Advantage 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