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AdvisorShares Insiders Advantage ETF
SURE performance and flow charts
Performance
Flows
Historic performance and flows
Data as of April 22, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | +6.53% | +2.49% | +7.20% | +31.33% | +55.37% | +57.20% |
| Flows | - | - | - | -$2M | -$8M | -$13M |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Long Only |
| Provider | AdvisorShares |
| N° of holdings | 93 |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | October 4, 2011 |
| ESG | No |
More data and info about SURE on Trackinsight
Exposure
Data as of March 31, 2026Diversification
Total weight of top 15 holdings out of 93
Top 15 Holdings
Sectors
Countries
Similar ETFs
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +14.03% | +13.17% | +15.43% | +17.52% |
Max drawdown | -7.15% | -7.15% | -21.41% | -24.06% |
Max drawdown duration | 46d | 46d | 365d | 557d |
Time to recover | 18d | 18d | 233d | 306d |
What type of ETF is SURE?
SURE is a Active ETF that provides exposure to Equity assets. It is managed by AdvisorShares.
What does SURE invest in?
This ETF provides exposure to Other Large and Mid-Cap US Equities. It is part of the segment: US Large Cap Value.
What is the expense ratio of SURE?
The total expense ratio (TER) of SURE is 1%, representing the annual fee charged by the fund manager.
When was SURE launched?
SURE was launched on October 4, 2011, marking its entry into the ETF market.
Who is the issuer of SURE?
SURE is issued by AdvisorShares.
What is the AUM of SURE?
As of April 22, 2026, SURE manages $51.86 M, reflecting the total assets held in the fund.
How has SURE performed recently?
As of April 22, 2026, SURE delivered a return of 6.53% over the past month (1M performance), 2.49% over the past three months (3M), and 7.2% year-to-date (YTD).
Does SURE pay dividends?
As of April 22, 2026, SURE has a trailing 12-month distribution yield of 0.95%.
How many holdings are in SURE
As of March 31, 2026, SURE holds 93 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is SURE?
As of March 31, 2026, SURE holds 93 securities, with 18.1% of its assets concentrated in its top 15 holdings.
What are the top holdings of SURE?
As of March 31, 2026, SURE holds a portfolio of 93 underlyings, with its largest positions including DAVITA INC, TECHNIPFMC PLC and EXXON. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does SURE invest in?
As of March 31, 2026, SURE has its largest geographic exposures in USA.
What sectors or themes does SURE focus on?
As of March 31, 2026, SURE is primarily exposed to Industrials, Consumer Discretionary and Information Technology.
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