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Not Investment Advice

IQSM

NYLI Candriam U.S. Mid Cap Equity ETF
1W: -0.7% 1M: +0.1% 3M: +1.6% YTD: +7.0% 1Y: +17.5% 3Y: +48.2%
$37.83
+0.28 (+0.74%)
 
Weekly Expected Move ±1.8%
$36 $37 $38 $38 $39
ETF AMEX · AUM $239.3M
Key Statistics
AUM$239M
Holdings242
Top 10 Wt11.0%
Volume1
Avg Volume17,861
Beta1.11
Portfolio Fundamentals
P/E27.9
P/B3.3
Div Yield1.50%
ROE10.0%
% Profitable86%
Inception2022-10-25
Sector Allocation
Industrials 21.8%
Technology 16.8%
Healthcare 14.5%
Financial Services 12.3%
Real Estate 10.2%
Consumer Cyclical 9.6%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 TechnipFMC plc FTI 1.29% $4.0M 54,202
2 Twilio, Inc. Class A TWLO 1.17% $3.6M 18,536
3 Revolution Medicines, Inc. RVMD 1.14% $3.5M 23,964
4 Fabrinet FN 1.13% $3.5M 5,181
5 nVent Electric plc NVT 1.11% $3.4M 21,695
6 MasTec, Inc. MTZ 1.08% $3.3M 8,672
7 United Therapeutics Corporation UTHR 1.06% $3.3M 5,786
8 XPO, Inc. XPO 1.02% $3.2M 15,582
9 MACOM Technology Solutions Holdings, Inc. MTSI 1.01% $3.1M 8,737
10 Sterling Infrastructure, Inc. STRL 0.95% $2.9M 4,040

Recent Holding Changes

Date Holding Change Details
2026-05-21 JXN Changed 8286 → 8726
2026-05-21 SWK Changed 13766 → 19560
2026-05-21 GL Changed 9590 → 10414
2026-05-21 EWBC Changed 0 → 18065
2026-05-21 SCI Changed 15958 → 17044

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms