SUREAdvisorShares Insider Advantage ETF
Seeks to generate long-term capital appreciation.
By AdvisorShares · Launched 2011
Annual Cost
0.90%
#4,877 of 6,040 · expensive
Fund Size
$57M
#3,620 of 6,040 · mid-size
Return (1Y)
+20.4%
Track Record
14 years
#924 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,842+18.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 12.7% of funddiversified
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
0.1%
By sector
Technology
25.7%
Consumer Cyclical
17.4%
Financial Services
14.5%
Industrials
13.2%
Energy
10.2%
Communication
10.0%
Healthcare
5.0%
Utilities
1.5%
Other
2.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
12.9%Moderate
Year-on-year price swings
Max drawdown
-36.1%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.82Decent risk-adjusted returns
Sortino (3Y)
1.21Good 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 2026-09-18