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SURE - ETF AI Analysis
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AdvisorShares Insider Advantage ETF (SURE)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several top positions, including Lam Research and KLA, have delivered strong year-to-date performance, boosting the ETF's overall returns.
Sector Diversification
The ETF spreads its investments across multiple sectors, including Industrials, Technology, and Consumer Cyclical, reducing reliance on any single industry.
Healthy Year-to-Date Performance
The ETF has shown positive year-to-date returns, indicating solid overall performance in 2023.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio compared to many other funds, which could eat into investor returns over time.
Over-Concentration in U.S. Market
With nearly all of its geographic exposure in the U.S., the ETF lacks diversification across global markets, increasing vulnerability to domestic economic changes.
Recent Short-Term Weakness
The ETF has experienced negative performance over the past month, which may signal short-term volatility or market challenges.
SURE vs. SPDR S&P 500 ETF (SPY)
AUM49.01M
RegionNorth America
Expense Ratio0.90%
Beta0.85
IssuerAdvisorShares
Inception DateOct 04, 2011
Dividend Yield1%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume108
30 Day Avg. Volume285
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
146.77Price 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 investment fund that gives you exposure to a wide range of companies across the U.S. market. It focuses on industries like technology, industrials, and consumer goods, and includes well-known companies like Apple and Alphabet (Google). This ETF uses insider knowledge—tracking the actions of corporate leaders—to make smarter investment decisions. It’s a good option for someone looking to diversify their portfolio and tap into the overall market’s growth potential. However, since it covers many sectors, its performance can go up and down with the broader market, which is something new investors should keep in mind.
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
The AdvisorShares Insider Advantage ETF (SURE) leans heavily into Consumer Cyclical and Technology sectors, with names like Alphabet and Lam Research driving much of the fund’s recent momentum. Alphabet’s strategic focus on AI and cloud services has kept it rising steadily, while Lam Research benefits from its positioning in advanced technologies despite regulatory hurdles. On the flip side, Chipotle has been lagging, weighed down by valuation concerns and macroeconomic pressures. The fund’s U.S.-centric exposure and balanced mix of sectors provide a solid foundation, though a few underperformers are holding back broader gains.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Lam Research | 1.31% | $649.56K | $222.73B | 139.67% | 77 Outperform | |
| Tapestry | 1.15% | $572.88K | $26.65B | 96.74% | 69 Neutral | |
| Chipotle | 1.14% | $568.50K | $50.11B | -38.34% | 73 Outperform | |
| JB Hunt | 1.12% | $556.40K | $18.88B | 15.28% | 67 Neutral | |
| TKO Group Holdings | 1.12% | $555.85K | $42.52B | 50.60% | 71 Outperform | |
| CSW Industrials | 1.12% | $554.54K | $5.14B | -15.28% | 76 Outperform | |
| Emergent Biosolutions | 1.11% | $550.67K | $663.33M | 50.00% | 71 Outperform | |
| Alphabet Class C | 1.10% | $548.00K | $3.80T | 60.16% | 82 Outperform | |
| First Citizens BancShares | 1.09% | $541.41K | $26.80B | 1.39% | 73 Outperform | |
| ON Semiconductor | 1.09% | $539.78K | $22.16B | -17.82% | 73 Outperform |
SURE Technical Analysis
Positive
―
Price Trends
123.50
Positive
122.26
Positive
117.21
Positive
Market Momentum
1.71
Negative
68.95
Neutral
30.01
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 126.86, equal to the 50-day MA of 123.50, and equal to the 200-day MA of 117.21, indicating a bullish trend. The MACD of 1.71 indicates Negative momentum. The RSI at 68.95 is Neutral, neither overbought nor oversold. The STOCH value of 30.01 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
129.34
13.27
11.43%
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
―
―
―
STOX
Horizon Core Equity ETF
―
―
―
LSAT
Leadershares Alphafactor Tactical Focused 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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