SUREAdvisorShares Insider Advantage ETF

Grow my money14y track recordRanked #2,475 of 2,960 in this goal

Seeks to generate long-term capital appreciation.

By AdvisorShares · Launched 2011

Annual Cost

0.90%

#4,535 of 5,562 · expensive

Fund Size

$54M

#3,514 of 5,562 · mid-size

Return (1Y)Goal

+25.4%

Track Record

14 years

#930 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,470+24.7%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Active selection

Factor

Multifactor

What it actually holds

By weight

Concentration

Top 10 holdings = 10.2% of fund✓ well diversified

Exxon Mobil Corp

1.0%

Harmony Biosciences Holdings I

1.0%

Toro Co/The

1.0%

Textron Inc

1.0%

Emergent BioSolutions Inc

1.0%

Amdocs Ltd

1.0%

Danaher Corp

1.0%

Iridium Communications Inc

1.0%

Elevance Health Inc

1.0%

Grindr Inc

1.0%

Asset allocation

Stocks

99.5%

Cash

0.5%

Bonds

0.1%

By sector

Technology

25.7%

Consumer Cyclical

19.1%

Industrials

13.5%

Financial Services

13.1%

Communication

9.5%

Energy

9.3%

Healthcare

5.2%

Utilities

2.0%

Other

2.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

13.2%Moderate

Year-on-year price swings

Max drawdown

-35.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.87Decent risk-adjusted returns

Sortino (3Y)

1.29Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to generate long-term capital appreciation.
Strategy: Actively invests in U.S. companies from the largest 3,000 by market cap, focusing on those with insider buying and stock buybacks. Utilizes a proprietary multi-factor model to select and rank securities based on public equity float, free cash flow, financial leverage, and dividend yield.
Inception date: October 4, 2011
Fund family: AdvisorShares