SURE - ETF AI Analysis
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AdvisorShares Insider Advantage ETF (SURE)
SURE (AdvisorShares Insider Advantage ETF) has an overall rating that suggests it is a reasonably solid fund, supported by several strong holdings in technology and communications like Marvell and Applied Materials, which benefit from robust growth prospects and positive earnings outlooks. However, weaker names such as Amplitude and DaVita, which face profitability challenges, bearish technical trends, and valuation concerns, weigh on the fund’s rating. The main risk factor is the fund’s exposure to companies with high valuations and mixed technical momentum, which could lead to greater price volatility.
SURE vs. SPDR S&P 500 ETF (SPY)
- AUM
- 59.10M
- Region
- North America
- Expense Ratio
- 0.90%
- Beta
- 0.76
- Issuer
- AdvisorShares
- Inception Date
- Oct 04, 2011
- Dividend Yield
- 0.83%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
SURE Summary
AdvisorShares Insider Advantage ETF (SURE) is a U.S. stock fund that invests across many sectors, including technology, consumer, financials, and health care, without tracking a specific index. It focuses on companies where corporate insiders are actively buying shares, aiming to benefit from their confidence in the business. Well-known holdings include Marathon Petroleum and DocuSign. Investors might consider SURE for broad diversification across the U.S. market with a unique insider-driven strategy that seeks growth. A key risk is that it still moves up and down with the overall stock market, and the insider signals it follows may not always lead to better performance.
How much will it cost me?
This ETF has an expense ratio of 0.90%, which means you’ll pay about $9 per year for every $1,000 you invest. That’s higher than the average ETF because it’s actively managed and uses a specialized insider-focused strategy rather than simply tracking a broad market index.
What would affect this ETF?
Future performance of SURE will likely be influenced by the health of the U.S. economy, with strong consumer spending and business investment helping its technology, consumer cyclical, and financial holdings like Etsy, Abercrombie & Fitch, and Fortinet. On the downside, higher interest rates, market volatility, or tighter regulations affecting tech and energy companies such as Freshworks and Marathon Petroleum could weigh on returns, and the fund’s focus on insider activity may lead to more concentrated bets that can amplify both gains and losses.
SURE Top 10 Holdings
SURE is a U.S.-focused, insider-driven fund with a clear tilt toward tech, consumer, and health care names. Freshworks and DocuSign are rising on strong growth stories, helping power returns even as their charts look a bit choppy. Marathon Petroleum has been a steady engine, benefiting from firm energy markets. On the flip side, Fortinet has been mixed, with solid fundamentals but a lagging share price, while Charles River Labs and Halozyme show improving momentum but still carry operational and leverage concerns. Overall, performance is driven by a diverse mix of growth-oriented U.S. companies.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 STGW | Stagwell | 1.31% | $773.12K | $2.60B | 124.20% | 65Neutral |
 CROX | Crocs | 1.29% | $766.33K | $6.88B | 82.36% | 63Neutral |
 FRSH | Freshworks | 1.29% | $765.51K | $3.84B | 34.68% | 72Outperform |
 MPC | Marathon Petroleum | 1.28% | $756.89K | $124.89B | 127.33% | 66Neutral |
 HAS | Hasbro | 1.21% | $717.42K | $16.66B | 55.57% | 56Neutral |
 CRL | Charles River Labs | 1.19% | $703.31K | $17.16B | 100.66% | 60Neutral |
 EXEL | Exelixis | 1.16% | $688.48K | $16.93B | 78.20% | 78Outperform |
 ETSY | Etsy | 1.16% | $685.09K | $7.67B | 43.65% | 57Neutral |
 EVER | EverQuote | 1.14% | $672.60K | $828.49M | 13.85% | 77Outperform |
 HALO | Halozyme | 1.13% | $669.02K | $14.86B | 102.55% | 73Outperform |
SURE Technical Analysis
Price Trends
Market Momentum
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 155.09 is above the 20-day moving average (MA) of 151.48, above the 50-day MA of 149.61, and above the 200-day MA of 141.35, indicating a bullish trend. The MACD of 1.87 indicates Negative momentum. The RSI at 65.98 is Neutral, neither overbought nor oversold. The STOCH value of 79.71 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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| SURE | $155.10 | $161.00(3.81% Upside) | $59.10M | 0.90% | 71Outperform |
 STNC | $37.32 | $42.63(14.24% Upside) | $93.14M | 0.85% | 68Neutral |
 SOVF | $31.63 | $37.40(18.24% Upside) | $90.20M | 0.75% | 70Neutral |
 PFOE | $21.63 | $29.13(34.68% Upside) | $88.71M | 0.59% | 75Outperform |
 VAMO | $36.31 | $42.56(17.21% Upside) | $87.92M | 0.65% | 63Neutral |
 YALL | $42.68 | $53.21(24.65% Upside) | $79.03M | 0.65% | 67Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| SURE | AdvisorShares Insider Advantage ETF | 155.09 | 33.75 | 27.81% | |
| STNC | Stance Equity ESG Large Cap Core ETF | 37.32 | 5.00 | 15.49% | |
| SOVF | Sovereign's Capital Flourish Fund | 31.63 | 3.21 | 11.29% | |
| PFOE | Pathfinder Focused Opportunities ETF | 21.63 | -3.23 | -13.00% | |
| VAMO | Cambria Value & Momentum ETF | 36.31 | 3.71 | 11.37% | |
| YALL | God Bless America ETF | 42.68 | -1.91 | -4.29% |
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.