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AdvisorShares Insider Advantage ETF SURE

Morningstar Medalist Rating
Medalist Rating as of | See AdvisorShares Investment Hub

Morningstar’s Analysis SURE

Will SURE outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SURE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SURE management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SURE’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit AdvisorShares Insider Advantage ETF to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SURE

More SURE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vistra Corp

1.32 638,899
Utilities

NRG Energy Inc

1.14 553,930
Utilities

ResMed Inc

1.13 547,379
Healthcare

Leidos Holdings Inc

1.13 546,561
Technology

CTS Corp

1.12 545,616
Technology

Westinghouse Air Brake Technologies Corp

1.10 535,826
Industrials

Trane Technologies PLC Class A

1.09 529,840
Industrials

BGC Group Inc Ordinary Shares Class A

1.07 521,258
Financial Services

Curtiss-Wright Corp

1.07 520,826
Industrials

KLA Corp

1.07 520,027
Technology