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SURE - ETF AI Analysis
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AdvisorShares Insider Advantage ETF (SURE)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Top Holdings Performance
Many of the largest positions have shown strong gains so far this year, helping support the ETF’s overall results.
Diversified Sector Mix
Holdings spread across consumer, industrial, technology, financial, health care, energy, and communication services reduce reliance on any single industry.
Consistent Recent Momentum
The ETF has delivered steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Negative Factors
High Expense Ratio
The fund charges relatively high fees for an ETF, which can eat into long-term returns compared with lower-cost options.
Heavy U.S. Concentration
With almost all assets invested in U.S. companies, the ETF offers little geographic diversification and is highly tied to the U.S. market.
Moderate Asset Size
The fund’s modest asset base may result in lower trading volume and potentially wider bid-ask spreads for investors.
SURE vs. SPDR S&P 500 ETF (SPY)
AUM50.69M
RegionNorth America
Expense Ratio0.90%
Beta0.85
IssuerAdvisorShares
Inception DateOct 04, 2011
Dividend Yield0.97%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume88
30 Day Avg. Volume188
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
153.47Price 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 across the total U.S. stock market, without tracking a specific index. It focuses on companies where corporate insiders are buying shares, aiming to benefit from their confidence in their own businesses. The fund holds a mix of sectors like technology, consumer, and industrials, and includes well-known names such as Lam Research and Lockheed Martin. Investors might consider SURE for diversified stock exposure with an insider-activity twist. A key risk is that it can rise or fall with the overall stock market, and insider signals don’t guarantee success.
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 is leaning into U.S. growth stories, with a clear tech and industrial tilt. Semiconductor names like Lam Research, Applied Materials, KLA, and ON Semiconductor are doing much of the heavy lifting, riding strong demand for chips and AI gear. Stagwell has also been rising, adding some marketing-tech flavor to the mix. On the more cautious side, CarMax looks mixed as used-car demand and a leadership change keep the stock from really taking off. Overall, the fund is driven by a handful of U.S. tech and industrial winners.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Valaris | 1.53% | $772.79K | $5.55B | 81.86% | 76 Outperform | |
| ON Semiconductor | 1.25% | $633.50K | $26.55B | 30.04% | 73 Outperform | |
| Carlisle Companies | 1.24% | $628.11K | $17.40B | 13.43% | 70 Outperform | |
| DaVita | 1.22% | $616.03K | $9.83B | -19.98% | 59 Neutral | |
| Flowserve | 1.18% | $597.13K | $11.01B | 38.08% | 79 Outperform | |
| Marathon Petroleum | 1.18% | $594.62K | $61.37B | 36.89% | 66 Neutral | |
| Devon Energy | 1.17% | $592.62K | $26.77B | 28.00% | 79 Outperform | |
| Old Dominion Freight | 1.17% | $590.77K | $40.67B | -3.40% | 71 Outperform | |
| Tapestry | 1.15% | $580.01K | $31.01B | 81.66% | 69 Neutral | |
| Illinois Tool Works | 1.14% | $578.55K | $85.36B | 13.48% | 71 Outperform |
SURE Technical Analysis
Positive
―
Price Trends
129.87
Positive
125.76
Positive
121.09
Positive
Market Momentum
0.85
Positive
57.04
Neutral
95.26
Negative
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 132.05, equal to the 50-day MA of 129.87, and equal to the 200-day MA of 121.09, indicating a bullish trend. The MACD of 0.85 indicates Positive momentum. The RSI at 57.04 is Neutral, neither overbought nor oversold. The STOCH value of 95.26 is Negative, 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
133.02
14.58
12.31%
SOVF
Sovereign's Capital Flourish Fund
―
―
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BAMD
Brookstone Dividend Stock ETF
―
―
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STNC
Stance Equity ESG Large Cap Core ETF
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―
―
RFDA
RiverFront Dynamic US Dividend Advantage ETF
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―
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VAMO
Cambria Value & Momentum 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.
Disclaimer
This 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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