Morningstar

AdvisorShares Insider Advantage ETF SURE

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

Morningstar’s Analysis SURE

Will SURE outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AdvisorShares Insider Advantage ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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 11.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Marathon Petroleum Corp

1.40 818,965
Energy

Freshworks Inc Ordinary Shares Class A

1.29 756,075
Technology

Fortinet Inc

1.19 696,200
Technology

Stagwell Inc Ordinary Shares - Class A

1.18 693,084
Communication Services

Hasbro Inc

1.17 684,000
Consumer Cyclical

Exelixis Inc

1.15 671,632
Healthcare

Cognizant Technology Solutions Corp Class A

1.12 655,856
Technology

Etsy Inc

1.11 652,480
Consumer Cyclical

EverQuote Inc Class A

1.11 652,245
Communication Services

Valero Energy Corp

1.10 646,390
Energy

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