SURE ETF — Holdings & Analysis

The AdvisorShares Insider Advantage ETF (SURE) is an actively-managed exchange-traded fund that seeks to achieve its investment objective by primarily investing in a portfolio of U.S. traded companies. These companies are selected from a universe of the largest 3,000 U.S. equity securities based on market capitalization. The fund's investment strategy focuses on identifying companies where corporate insiders are making significant investments, with the intention of capitalizing on their knowledge. SURE provides investors with exposure to a concentrated portfolio of U.S. equities believed to have potential for growth based on insider activity.

The AdvisorShares Insider Advantage ETF (SURE) has an expense ratio of 1.00%. This means that for every $10,000 invested in the fund, $100 is used to cover the fund's operating expenses annually. While this expense ratio covers the costs associated with the fund's active management strategy, it is higher than the average expense ratio for equity ETFs, which is approximately 0.44%. the may be worth researching expense ratio when evaluating the potential returns of SURE, as it can impact overall performance.

As of 2026-03-15, the top holdings in the AdvisorShares Insider Advantage ETF (SURE) are Valaris Ltd (1.64%), DaVita Inc (1.31%), and Coeur Mining Inc (1.28%). Other significant holdings include Old Dominion Freight Line Inc Ordinary Shares (1.21%) and Imax Corp (1.20%). These holdings represent a relatively small portion of the overall portfolio, indicating that SURE is not overly concentrated in a few specific companies. The fund's investment strategy involves selecting companies based on insider trading activity, resulting in a diversified portfolio of U.S. equities.

Whether the AdvisorShares Insider Advantage ETF (SURE) is a suitable long-term investment depends on an individual investor's risk tolerance, investment objectives, and time horizon. The fund's active management strategy and focus on insider trading activity may offer the potential for outperformance, but it also introduces additional risk. With an expense ratio of 1.00%, SURE is more expensive than many passively managed ETFs, which could impact long-term returns. Investors should carefully consider the fund's investment strategy, risk profile, and expense ratio before making a decision. Past performance does not guarantee future results.

The AdvisorShares Insider Advantage ETF (SURE) differentiates itself through its active management and focus on insider trading activity, a strategy not commonly found in other equity ETFs. Its expense ratio of 1.00% is higher than many passively managed ETFs and some actively managed peers. With AUM of $0.05 billion, SURE is relatively small compared to more established equity ETFs. While other ETFs may track broad market indices or focus on specific sectors, SURE's unique approach offers investors a distinct way to gain exposure to U.S. equities based on insider sentiment.

As of 2026-03-15, the AdvisorShares Insider Advantage ETF (SURE) has a dividend yield of 0.00%. This indicates that the fund does not currently distribute dividends to its shareholders. The fund's investment strategy focuses on capital appreciation rather than income generation, which is reflected in its zero dividend yield. Investors seeking dividend income may want to consider other equity ETFs with a higher dividend yield.