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Beacon

SUREAdvisorShares Insider Advantage ETF

Grow my money14y track recordRanked #2,492 of 2,999 in this goal

Seeks to generate long-term capital appreciation.

By AdvisorShares · Launched 2011

Annual Cost

0.90%

#4,723 of 5,861 · expensive

Fund Size

$57M

#3,525 of 5,861 · mid-size

Return (1Y)Goal

+26.3%

Track Record

14 years

#912 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,796+28.0%

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

What's inside

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 = 12.7% of fund✓ well diversified

DREY INST PREF GOV MM-MDSVXX
1.5%
Davita Inc
1.4%
TechnipFMC PLC
1.3%
Exxon Mobil Corp.
1.3%
Encore Capital Group Inc.
1.3%
Old Dominion Freight Line Inc.
1.2%
Murphy USA Inc.
1.2%
Marathon Petroleum Corp.
1.2%
Allison Transmission Holdings Inc
1.2%
KLA Corp.
1.2%

Asset allocation

Stocks
99.4%
Cash
0.5%
Bonds
0.2%

By sector

Technology
26.1%
Consumer Cyclical
19.4%
Financial Services
14.1%
Industrials
13.3%
Communication
9.1%
Energy
8.4%
Healthcare
5.2%
Utilities
1.7%
Other
2.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.2%Moderate

Year-on-year price swings

Max drawdown
-36.1%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.80Decent risk-adjusted returns
Sortino (3Y)
1.17Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to generate long-term capital appreciation.
Strategy
Actively manages a portfolio primarily invested in equity securities of U.S. traded companies selected from the largest 3,000 U.S. equity securities based on market capitalization. Utilizes a disciplined quantitative model to identify top-ranked companies, focusing on factors like public equity float, free cash flow, financial leverage, and dividend yield.
Inception date
October 4, 2011
Fund family
AdvisorShares

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Data updated on 2026-08-04