AdvisorShares Insider Advantage ETF
Shareclass
AdvisorShares Insider Advantage ETF (SURE)
Type
Exchange-traded fund
Manager
Gender equality score
48
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,613 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
6/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
AdvisorShares Insider Advantage ETF SURE
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Mastercard Inc Class A1.01% of assets$443,381 invested
- 2. Hilton Worldwide Holdings Inc1.01% of assets$439,686 invested
- 3. Moodys Corp1% of assets$438,620 invested
- 4. Kimberly-Clark Corp0.99% of assets$434,215 invested
- 5. Colgate-Palmolive Co0.98% of assets$427,946 invested
- 6. New York Times Co Class A1.04% of assets$452,453 invested
- 7. Mondelez International Inc Class A1% of assets$437,395 invested
- 8. The Hartford Insurance Group Inc1% of assets$438,791 invested
- 9. Altria Group Inc1.01% of assets$442,619 invested
- 10. McDonald's Corp1% of assets$434,724 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. TKO Group Holdings Inc1% of assets$437,250 invested
- 2. Chemed Corp1.01% of assets$441,366 invested
- 3. Dillard's Inc Class A1% of assets$438,872 invested
- 4. Lennar Corp Class A0.96% of assets$418,366 invested
- 5. Old Dominion Freight Line Inc Ordinary Shares1.02% of assets$443,746 invested
- 6. Reliance Inc1.02% of assets$447,045 invested
- 7. Coca-Cola Consolidated Inc0.99% of assets$432,503 invested
- 8. BGC Group Inc Ordinary Shares Class A0.99% of assets$431,745 invested
- 9. Wingstop Inc1.18% of assets$513,530 invested
- 10. Gentex Corp0.99% of assets$430,787 invested
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Financial performance
Performance data provided by
Find more financial data on SURE at Morningstar.com
Find more financial data on SURE at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
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More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
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