SURE - ETF AI Analysis
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AdvisorShares Insider Advantage ETF (SURE)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the last few months, indicating solid recent momentum.
Leading Growth-Oriented Sectors
Heavy exposure to technology, consumer cyclical, and financial stocks gives the fund access to sectors that have been driving much of the market’s growth.
Strong-Performing Top Holdings
Many of the largest positions, including companies like Sezzle, DaVita, Applied Materials, Marvell, and Iridium Communications, have delivered strong year-to-date performance that supports the fund’s returns.
Negative Factors
High Expense Ratio
The fund’s relatively high fee means more of the returns go to costs instead of staying in investors’ pockets.
Concentrated U.S. Exposure
With almost all assets in U.S. companies, the ETF offers little geographic diversification and is heavily tied to the U.S. market’s ups and downs.
Sector Concentration Risk
Large weights in a few cyclical sectors like technology and consumer cyclical increase sensitivity to economic slowdowns or sector-specific downturns.
SURE vs. SPDR S&P 500 ETF (SPY)
AUM56.56M
RegionNorth America
Expense Ratio0.90%
Beta0.80
IssuerAdvisorShares
Inception DateOct 04, 2011
Dividend Yield0.87%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume205
30 Day Avg. Volume509
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
175.18Price 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. companies across many sectors, with a tilt toward technology, consumer, and financial stocks. It doesn’t track a set index; instead, it focuses on companies where corporate insiders are buying shares, aiming to benefit from their confidence in their own businesses. Well-known holdings include Applied Materials and Fortinet. Investors might consider SURE for broad U.S. stock exposure with a potential growth tilt. However, it can go up and down with the overall stock market and may be more volatile due to its focus on insider-driven picks.
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. tech and growth stories, with names like Marvell, Amplitude, and Freshworks giving the fund much of its spark as they ride strong momentum around AI and software demand. Marathon Petroleum adds a steady, old-economy engine from the energy patch, helping balance the high-growth tilt. On the softer side, DaVita has been losing steam lately, and Sezzle’s more mixed trading action can tug on returns. Overall, the ETF is U.S.-centric and tech-heavy, with a few laggards but a clear bias toward rising, insider-backed growth plays.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Amplitude | 1.64% | $941.35K | $1.63B | 14.92% | 52 Neutral | |
| Fortinet | 1.64% | $937.74K | $114.67B | 97.23% | 71 Outperform | |
| Marathon Petroleum | 1.59% | $913.91K | $109.21B | 112.30% | 66 Neutral | |
| Marvell | 1.54% | $885.26K | $196.03B | 234.46% | 76 Outperform | |
| Kforce | 1.54% | $881.20K | $976.58M | 75.62% | 66 Neutral | |
| EverQuote | 1.41% | $809.58K | $877.82M | 2.59% | 77 Outperform | |
| DaVita | 1.37% | $785.64K | $11.74B | 36.78% | 59 Neutral | |
| Sezzle Inc. | 1.36% | $778.95K | $4.06B | 30.00% | 80 Outperform | |
| Freshworks | 1.35% | $776.53K | $3.32B | -3.12% | 72 Outperform | |
| Iridium Communications | 1.34% | $769.33K | $5.00B | 120.71% | 71 Outperform |
SURE Technical Analysis
Neutral
―
Price Trends
150.05
Negative
145.02
Positive
137.34
Positive
Market Momentum
-0.18
Positive
38.94
Neutral
14.01
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SURE, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 151.37, equal to the 50-day MA of 150.05, and equal to the 200-day MA of 137.34, indicating a neutral trend. The MACD of -0.18 indicates Positive momentum. The RSI at 38.94 is Neutral, neither overbought nor oversold. The STOCH value of 14.01 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SURE.
SURE Peer Comparison
Comparison Results
Performance Comparison
SURE
AdvisorShares Insider Advantage ETF
147.73
25.91
21.27%
BAMD
Brookstone Dividend Stock ETF
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STNC
Stance Equity ESG Large Cap Core ETF
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SOVF
Sovereign's Capital Flourish Fund
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PFOE
Pathfinder Focused Opportunities ETF
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YALL
God Bless America 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.
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: ―
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