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.
AdvisorShares Insider Advantage ETF SURE
Morningstar’s Analysis SURE
Will SURE outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 15.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Marvell Technology Inc | 2.00 | 1M | Technology |
Sezzle Inc | 1.69 | 931,532 | Financial Services |
DaVita Inc | 1.62 | 892,345 | Healthcare |
Applied Materials Inc | 1.61 | 887,575 | Technology |
Fortinet Inc | 1.60 | 882,120 | Technology |
Lam Research Corp | 1.51 | 835,816 | Technology |
Kforce Inc | 1.40 | 772,610 | Industrials |
Qualcomm Inc | 1.39 | 768,297 | Technology |
ON Semiconductor Corp | 1.37 | 756,800 | Technology |
Crocs Inc | 1.29 | 711,648 | Consumer Cyclical |
United States