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
$ 55.8 M
ASSETS UNDER MGMT
100 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
| FORTINET INC | 2.0 % |
| MARVELL TECHNOLOGY, INC. | 1.9 % |
| MARATHON PETROLEUM | 1.7 % |
| KFORCE INC | 1.6 % |
| APPLIED MATERIALS INC | 1.5 % |
| IRIDIUM COMMUNICATIONS INC. | 1.5 % |
| VALERO ENERGY CORP | 1.4 % |
| DAVITA INC | 1.4 % |
| LAM RESEARCH CORP | 1.4 % |
| PAYONEER GLOBAL INC. | 1.4 % |
Constituent Breakdown
| Number of holdings | 102 |
| Herfindahl-Hirschman Index | 107 |
| Wgt avg mkt cap (mns) | $259,648 |
| Large cap (>$10bn) | 55.7% |
| Mid cap ($2-10bn) | 27.9% |
| Small cap (<$2bn) | 11.0% |
| Developed mkts. | 94.7% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 89.9 % |
 |
BERMUDA | 3.0 % |
 |
BRITAIN | 0.9 % |
 |
PUERTO RICO | 0.9 % |
Historical Performance
Standardized Performance (as of 10/30/2026)
| 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) | 0.44% |
Technical Indicators
| 30d moving avg. (EMA) | $149.86 |
| Relative strength (RSI) | 60 |
| MACD/Signal | 1.72/0.90 |
| Bollinger Bands (Upper/Lower) | $155.97/$142.24 |
| Short interest (% of AUM) | 1.1% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. SURE |
Expenses vs. SURE |
ALTAR Score™ vs. SURE |
|---|---|---|---|---|
| OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 19.8% | -71 bp | -0.4% |
| QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 18.8% | -81 bp | +0.2% |
| LSAF | LeaderShares AlphaFactor US Core Equity ETF | 18.7% | -25 bp | +0.4% |
| FQAL | Fidelity Quality Factor ETF | 18.6% | -85 bp | -0.5% |
| BAGX | EA Bridgeway Aggressive Investors ETF | 18.2% | -14 bp | -1.4% |
| FLRG | Fidelity U.S. Multifactor ETF | 17.6% | -85 bp | +0.8% |
| ROUS | Hartford Multifactor US Equity ETF | 17.6% | -81 bp | +0.4% |
| JQUA | JPMorgan U.S. Quality Factor ETF | 17.4% | -88 bp | -0.7% |
| SEIQ | SEI Enhanced U.S. Large Cap Quality Factor ETF | 17.4% | -85 bp | +1.8% |
| FLQL | Franklin LibertyQ U.S. Equity ETF | 16.9% | -85 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 10/30/2026
Peer Group Comparison
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Historical Valuation Trends Sample data. Subscribe for access.
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
6.5%
ALTAR SCORE™
69th
PERCENTILE
OVERWEIGHT
ETFRC RATING
There are 1,401 funds in the US Equity category with an average
ALTAR Score™ of 5.4% and a standard deviation
of 2.1%. SURE's ALTAR Score™ is approximately 0.5 standard
deviations above the category average. This places SURE in the 69th percentile
among funds in the category.
Sell-Side Consensus
$174.59
PRICE TARGET
+12.4%
UPSIDE