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 15.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fortinet Inc

1.92 1M
Technology

Marvell Technology Inc

1.90 1M
Technology

Amplitude Inc Class A

1.79 986,172
Technology

Marathon Petroleum Corp

1.68 921,270
Energy

Kforce Inc

1.53 838,381
Industrials

Applied Materials Inc

1.46 799,760
Technology

Iridium Communications Inc

1.42 781,230
Communication Services

Valero Energy Corp

1.40 767,686
Energy

Freshworks Inc Ordinary Shares Class A

1.40 767,380
Technology

DaVita Inc

1.36 748,061
Healthcare

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