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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 10.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Express Co

1.28 614,127
Financial Services

Vistra Corp

1.22 589,971
Utilities

Encore Wire Corp

1.19 571,170
Industrials

eBay Inc

1.16 558,625
Consumer Cyclical

Eagle Materials Inc

1.16 557,590
Basic Materials

PulteGroup Inc

1.14 550,156
Consumer Cyclical

Liberty Energy Inc Class A

1.13 545,159
Energy

Murphy USA Inc

1.12 538,389
Consumer Cyclical

HCA Healthcare Inc

1.11 536,642
Healthcare

Valero Energy Corp

1.09 526,578
Energy