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SURE ETF · AdvisorShares Insiders Advantage ETF
The SURE Exchange Traded Fund (ETF) is provided by AdvisorShares. This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
Last update 6/5/2026, 1:30 PM UTC
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This fund is part ofUS Large Cap Value1M perf.+3.44%
Last price
$140.98
1M perf.
+1.51%
1M flows
N/A
AuM
€46M
TER
1%
Rating
Not rated
ESG Consensus®
SURE
$140.98
Performance & flows
Segment for quartile rank
March 5, 2026 → June 5, 2026
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SURE
$141.03
+6.40%
US Large Cap Value
+6.40%
Historic performance and flows
| 1M | 3M | 1Y | 3Y | 5Y | MTD | QTD | YTD | ||
|---|---|---|---|---|---|---|---|---|---|
| Perf. | +1.51%  | +6.40%  | +24.96% | +63.25% | +52.75%  | -0.05% | +10.83% | +10.78% | |
| Flows |
Key fund info
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This ETF's jurisdiction country is not in your region (Europe and Middle East) ·
Main characteristics
More details
NAV
6/5/2026
$141.04
1D NAV change
-1.93%
Dividend policy
No. of holdings
92
Inception date
10/4/2011
Jurisdiction
United States
Distribution
United States
Legal structure
Open-end Fund
Base currency
USD
Dividend distribution
Trailing 12-month distr. yield
Distribution frequency
Last distribution
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Classification
Investment strategy
AdvisorShares Insider Advantage ETF (SURE) seeks to invest in the equities of companies actively trying to reduce their public equity float through well-executed stock buyback programs and corporate insider buying. Not only do buybacks and insider buying demonstrate that executives may see relative value in the firm’s stock, they also could create favorable shareholder market conditions through the reduction of publicly available shares (float shrink). SURE selects holdings using an active, quantitative, multi-factor model to identify companies shrinking float, lowering leverage, growing free cash flow, and providing dividends. SURE’s holdings are equal-weighted and reconstituted/rebalanced monthly.
Tax optimisation
PEA
France
UK Reporting Status
United Kingdom
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Risk profile
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Historical risk/return profile
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Returns | +6.40% | +24.96% | +63.25% | +52.75% |
| Volatility | ||||
| Perf./Volatility | ||||
| Max drawdown |
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Synthetic Risk and Reward Indicator (SRRI)
UCITS
N/A
PRIIPS
N/A
More exposure metrics are available, exclusively in Trackinsight Enterprise
Exposure
Countries
USA
85.85%
Bermuda
4.20%
United Kingdom
1.03%
Unavailable
8.92%
Sectors
Information Technology
19.76%
Industrials
16.27%
Consumer Discretionary
15.05%
Financials
10.64%
Energy
10.12%
Communication Services
9.30%
Health Care
4.96%
Materials
1.98%
Unavailable
9.03%
Other
2.89%
Diversification
Total weight of top 15 holdings out of 92
Top 15 holdings
Data as of April 30, 2026
KFORCE
DAVITA INC
ALLISON TRANSMISSION HOLDINGS
MURPHY USA
MONARCH CASINO
MARVELL TECHNOLOGY
IRIDIUM COMMUNICATIONS
CATERPILLAR
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APPLIED MATERIAL
ON SEMICONDUCTOR
FLEX LNG
STAGWELL INC
VALARIS LTD
FLOWSERVE
NVIDIA
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Sustainability
Integrates ESG criteria
No
SDG
More sustainability metrics are available, exclusively in Trackinsight Enterprise
Issuer
AdvisorShares
AdvisorShares ID Card
Number of funds
17
Total AuM
€2.12B
Expense ratio range
0.79% - 6.66%
Average expense ratio
1.7924%
Top 5 funds by AdvisorShares
Frequently asked questions about SURE
What does AdvisorShares Insiders Advantage ETF, SURE, invest in?
SURE is a Active ETF. This ETF provides exposure to Other Large and Mid-Cap US Equities.
What is the Total Expense ratio (TER) of SURE?
SURE carries a total expense ratio (TER) of 1%, indicating the annual cost for holding the fund.
When was SURE launched?
SURE was introduced to the market on October 4, 2011. It trades on United States
Who is the ETF issuer of SURE?
AdvisorShares Insiders Advantage ETF, SURE, is provided by AdvisorShares. Learn more about AdvisorShares here.
What is the current assets under management (AUM) of SURE?
SURE oversees €46M in assets as of June 5, 2026.
How has SURE performed lately?
Based on data from June 5, 2026, SURE returned 1.51% over the past month, 6.40% over the last three months and 10.78% year-to-date.
Does SURE distribute dividends?
SURE follows a distributing dividend policy, meaning it pays out income to investors. As of June 5, 2026, its 12-month trailing yield was 0.91%.
What are the main country or region exposures of SURE?
As of April 30, 2026, SURE has significant geographic allocations in USA, Bermuda and United Kingdom.
In which sector or theme does SURE invest in?
As of April 30, 2026, SURE focuses largely on Information Technology, Industrials and Consumer Discretionary.
How many securities does SURE hold and how diversified is it?
As of April 30, 2026, SURE holds 92 positions in its portfolio, with 17.73% of assets concentrated in its top 15 holdings.
What are the main positions in SURE?
As of April 30, 2026, SURE top three holdings include KFORCE, DAVITA INC and ALLISON TRANSMISSION HOLDINGS.
What is the base currency of SURE?
The base currency of SURE is USD.
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