SURE ETF

$147.18

Fund Essentials - as of Apr 30, 2026

Net Assets
$56M
Expense Ratio
0.90%
Dividend Yield (Current)
0.87%
Holdings
102
Inception Date
Oct 4, 2011
Fund Family
Advisor Shares
Investment Style
••••••••••
Asset Class
••••••••••
Legal Structure
••••••••••
Dividend Frequency
Annually

Performance

YTD+16.20%
1 Year+28.04%
3 Year+17.10%
5 Year+10.48%
10 Year+11.56%

Asset Allocation

Stocks: 99.62%
Cash: 0.29%
Other: 0.09%

Top Holdings

View All →
TickerNameWeight
DVADVA1.57%
MUSAMurphy USA Inc1.31%
QCOMQUALCOMM Inc1.31%
ALCCALCC1.31%
CATCAT1.30%
Top 10 Concentration: 13.23%Report Date: Apr 30, 2026
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Dividend Summary

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Dividend Yield (Current)
0.87%
Frequency
Annually

Peer Comparison

Benchmark
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Outperforming by ••••%
Ranked #••• of •,••• funds
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Peer Avg
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SURE ETF Overview

SURE ETF (AdvisorShares Insider Advantage ETF) is managed by Advisor Shares with $56.4M in net assets. SURE expense ratio is 0.90%, holding 102 positions across sectors including Unknown. Inception date: 2011-10-04.

SURE performance shows a YTD return of 16.20%. The 1-year return is 28.04% and the 5-year return is 10.48%. SURE dividend yield stands at 0.87%, paid annually.

SURE top holdings include DVA (1.6%), Murphy USA Inc (1.3%), QUALCOMM Inc (1.3%), ALCC (1.3%), CAT (1.3%). View all SURE holdings, sector breakdown, or dividend history.

SURE can be compared against other funds using the overlap calculator or side-by-side comparison tool. SURE alternatives are available via the screener, along with tax-loss harvesting opportunities.

Magnificent 7 Exposure

Combined weight of mega-cap tech leaders

4.1%

of portfolio

GOOGGOOG
1.15%
NVDANVIDIA Corp
1.07%
AAPLApple Inc
0.96%
MSFTMSFT
0.93%

Top 10 Holdings (net long exposure of 170% (≈2x))

#TickerNameSectorWeight
1DVADVAUnknown1.57%
2MUSAMurphy USA IncUnknown1.31%
3QCOMQUALCOMM IncUnknown1.31%
4ALCCALCCUnknown1.31%
5CATCATUnknown1.30%
6KFRCKFRCUnknown1.29%
7MRVLMRVLUnknown1.29%
8YUMYum! Brands IncUnknown1.29%
9ONONUnknown1.28%
10AIGAmerican International Group IUnknown1.28%