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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 Yesterday at 1:30 PM UTC
LIVE
CLOSED
This fund is part ofUS Large Cap Value1M perf.-4.66%
Last price
$127.07
1M perf.
-2.75%
1M flows
N/A
AuM
€43M
E/R
1%
Rating
Not rated
ESG Consensus®
SURE
$127.07
Performance & flows
Segment for quartile rank
December 11, 2025 → March 11, 2026
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SURE
$129.33
+0.12%
US Large Cap Value
+2.76%
Historic performance and flows
| 1M | 3M | 1Y | 3Y | 5Y | MTD | QTD | YTD | ||
|---|---|---|---|---|---|---|---|---|---|
| Perf. | -2.75%  | +0.12%  | +18.47% | +51.86%  | +53.67% | -3.68% | +1.59% | +1.59% | |
| 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
3/11/2026
$129.34
1D NAV change
-0.35%
Dividend policy
No. of holdings
94
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 | +0.12% | +18.47% | +51.86% | +53.67% |
| Volatility | ||||
| Perf./Volatility | ||||
| Max drawdown |
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Synthetic Risk and Reward Indicator (SRRI)
UCITS
N/A
PRIIPS
N/A
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Enterprise
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Countries
USA
86.86%
Bermuda
3.92%
United Kingdom
2.02%
Unavailable
6.20%
Other
1.00%
Sectors
Consumer Discretionary
18.78%
Industrials
18.42%
Information Technology
17.74%
Financials
14.58%
Energy
8.26%
Communication Services
6.08%
Health Care
5.88%
Real Estate
1.01%
Unavailable
7.26%
Other
1.99%
Diversification
Total weight of top 15 holdings out of 94
Top 15 holdings
Data as of January 31, 2026
KLA CORPORATION
CONOCOPHILLIPS
FLOWSERVE
DEVON ENERGY
ON SEMICONDUCTOR
ALLISON TRANSMISSION HOLDINGS
A O SMITH
US5128073062
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OLD DOMINION
STAGWELL INC
O'REILLY AUTOMOTIVE
ALPHABET INC-CL
PARKER HANNIFIN
TETRA TECH
EXPEDITORS INTERNATIONAL OF WASN
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Enterprise
Trackinsight Enterprise helps professional and institutional ETF investors tackle operational, regulatory, and analytical challenges at every stage of the investment process.
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Integrates ESG criteria
No
SDG
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Enterprise
Trackinsight Enterprise helps professional and institutional ETF investors tackle operational, regulatory, and analytical challenges at every stage of the investment process.
Learn more about Trackinsight EnterpriseIssuer
AdvisorShares
AdvisorShares ID Card
Number of funds
18
Total AuM
€1.39B
Expense ratio range
0.79% - 6.66%
Average expense ratio
1.8578%
Top 5 funds by AdvisorShares
| AuM | ||
|---|---|---|
MSOS | AdvisorShares Pure US Cannabis ETF | €676M |
CWS | AdvisorShares Focused Equity ETF | €142M |
DWUS | AdvisorShares Dorsey Wright FSM US Core ETF | €99M |
HDGE | AdvisorShares Ranger Equity Bear ETF | €78M |
DWAW | AdvisorShares Dorsey Wright FSM All Cap World Equity ETF | €74M |
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 €43M in assets as of March 11, 2026.
How has SURE performed lately?
Based on data from March 11, 2026, SURE returned -2.75% over the past month, 0.12% over the last three months and 1.59% year-to-date.
Does SURE distribute dividends?
SURE follows a distributing dividend policy, meaning it pays out income to investors. As of March 11, 2026, its 12-month trailing yield was 1.00%.
What are the main country or region exposures of SURE?
As of January 31, 2026, SURE has significant geographic allocations in USA, Bermuda and United Kingdom.
In which sector or theme does SURE invest in?
As of January 31, 2026, SURE focuses largely on Consumer Discretionary, Industrials and Information Technology.
How many securities does SURE hold and how diversified is it?
As of January 31, 2026, SURE holds 94 positions in its portfolio, with 15.99% of assets concentrated in its top 15 holdings.
What are the main positions in SURE?
As of January 31, 2026, SURE top three holdings include KLA CORPORATION, CONOCOPHILLIPS and FLOWSERVE.
What is the base currency of SURE?
The base currency of SURE is USD.
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Since our founding in 2016, we have been at the forefront of the industry, delivering accessible, comprehensive, and reliable tools to support the evolving needs of investors.
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