SURE
AdvisorShares Insiders Advantage ETF
AdvisorShares Wilshire Buyback is an actively managed exchange-traded fund incorporated in the USA. The ETF selects stocks based on extensive historical buyback research from Wilshire Associates, investing in companies that are not increasing leverage and have positive free cash flow.
US
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 54.9 M
ASSETS UNDER MGMT
90 bp
EXPENSES
Fund Basics
| Inception date | Oct 05, 2011 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Annually |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| SIRIUS XM HOLDINGS INC | 6.0 % |
| INTERDIGITAL INC | 4.7 % |
| KLA CORPORATION | 3.4 % |
| SYNCHRONY FINANCIAL | 2.6 % |
| TOLL BROTHERS INC | 2.5 % |
| APPLIED MATERIALS INC | 2.4 % |
| GRIFFON CORPORATION | 2.4 % |
| ACUITY BRANDS INC | 2.4 % |
| PJT PARTNERS, INC. CLASS A | 2.3 % |
| HCA HOLDINGS INC | 2.1 % |
Constituent Breakdown
| Number of holdings | 103 |
| Herfindahl-Hirschman Index | 249 |
| Wgt avg mkt cap (mns) | $135,163 |
| Large cap (>$10bn) | 65.9% |
| Mid cap ($2-10bn) | 56.7% |
| Small cap (<$2bn) | 9.4% |
| Developed mkts. | 131.9% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 131.9 % |
Historical Performance
Standardized Performance (as of 03/16/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | -- | -- | -- | -- | -- | -- | -- | -- |
| Dividend Yield | -- | -- | -- | -- | -- | -- | -- | -- |
| Total Returns | -- | -- | -- | -- | -- | -- | -- | -- | Ann. Volatility | -- | -- | -- | -- | -- | -- | -- | -- |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.00 | 0% |
| MSCI EAFE | 0.00 | 0% |
| MSCI Emg Mkts | 0.00 | 0% |
Liquidity Measures
| Avg. volume (000) | 0 |
| ADV traded (mns) | $0 |
| Turnover | 0.0% |
| Avg. Bid/Ask (% of price) | 0.32% |
Technical Indicators
| 30d moving avg. (EMA) | $131.31 |
| Relative strength (RSI) | 43 |
| MACD/Signal | -0.90/-0.14 |
| Bollinger Bands (Upper/Lower) | $136.26/$127.74 |
| Short interest (% of AUM) | 0.1% |
Distributions
Assets Under Management (mns)
Money Flows (mns)
Short Interest (as % of shares outstanding)
Long Money Flows (mns)
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. SURE |
Expenses vs. SURE |
ALTAR Score™ vs. SURE |
|---|---|---|---|---|
| WTV | WisdomTree US Value Fund of Benef Interest | 33.7% | -78 bp | -0.2% |
| SYLD | Cambria Shareholder Yield ETF | 19.7% | -31 bp | +2.1% |
| SMRI | Bushido Capital US Equity ETF | 17.4% | -19 bp | +0.6% |
| FXD | First Trust Consumer Discretionary AlphaDEX Fund | 17.1% | -29 bp | +0.1% |
| RDVY | First Trust Rising Dividend Achievers ETF | 16.6% | -40 bp | -2.5% |
| LSAF | LeaderShares AlphaFactor US Core Equity ETF | 15.0% | -15 bp | -0.7% |
| ECML | Euclidean Fundamental Value ETF | 15.0% | +5 bp | +1.0% |
| VFLO | VictoryShares Free Cash Flow ETF | 14.6% | -51 bp | +0.5% |
| LYLD | Cambria Large Cap Shareholder Yield ETF | 14.5% | -31 bp | +0.5% |
| FTA | First Trust Large Cap Value AlphaDEX Fund | 14.5% | -31 bp | -0.6% |
Risk and Returns: SURE vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 3/16/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
Historical Valuation Trends Sample data. Subscribe for access.
SHOWING:
Price-to-Earnings
Price-to-Earnings
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
9.0%
ALTAR SCORE™
94th
PERCENTILE
SPECULATIVE
ETFRC RATING
There are 1,190 funds in the US Equity category with an average
ALTAR Score™ of 5.7% and a standard deviation
of 2.1%. SURE's ALTAR Score™ is approximately 1.6 standard
deviations above the category average. This places SURE in the 94th percentile
among funds in the category.
Sell-Side Consensus
$150.46
PRICE TARGET
+18.4%
UPSIDE