IFP Advisors’s MidCap Financial Investment MFIC Stock Holding History

IFP Advisors’s Portfolio MFIC Stock Details MFIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17K	Hold	1,515	–	–	﹤0.01%	2856
2025 Q4	$17.3K	Buy	1,515 +1	+0.1%	+$12	﹤0.01%	2790
2025 Q3	$18.2K	Hold	1,514	–	–	﹤0.01%	2625
2025 Q2	$19.1K	Buy	1,514 +14	+0.9%	+$172	﹤0.01%	2570
2025 Q1	$19.3K	Hold	1,500	–	–	﹤0.01%	2296
2024 Q4	$20.2K	Hold	1,500	–	–	﹤0.01%	2241
2024 Q3	$20.1K	Hold	1,500	–	–	﹤0.01%	2146
2024 Q2	$22.7K	Hold	1,500	–	–	﹤0.01%	2022
2024 Q1	$22.6K	Hold	1,500	–	–	﹤0.01%	1914
2023 Q4	$20.5K	Sell	1,500 -18,860	-93%	-$251K	﹤0.01%	1903
2023 Q3	$280K	Sell	20,360 -800	-4%	-$10.7K	0.01%	814
2023 Q2	$266K	Hold	21,160	–	–	0.01%	884
2023 Q1	$349K	Sell	21,160 -66	-0.3%	-$791	0.02%	722
2022 Q4	$353K	Hold	21,226	–	–	0.01%	1064
2022 Q3	$353K	Hold	21,226	–	–	0.01%	1099
2022 Q2	$353K	Hold	21,226	–	–	0.01%	994
2022 Q1	$353K	Buy	+21,226	New	+$282K	0.01%	994
2020 Q1	–	Sell	-66	Closed	-$1K	–	3330
2019 Q4	$1K	Sell	66 -2,188	-97%	-$36.1K	﹤0.01%	2685
2019 Q3	$36K	Buy	+2,254	New	+$36.8K	﹤0.01%	1508
2019 Q1	$5K	Sell	300 -6,695	-96%	-$100K	﹤0.01%	1864
2018 Q4	$89K	Sell	6,995 -12,382	-64%	-$189K	0.01%	1259
2018 Q3	$316K	Sell	19,377 -1,874	-9%	-$31.9K	0.01%	866
2018 Q2	$355K	Sell	21,251 -538	-2%	-$8.94K	0.02%	806
2018 Q1	$370K	Hold	21,789	–	–	0.02%	746
2017 Q4	$370K	Sell	21,789 -113	-0.5%	-$2.03K	0.02%	747
2017 Q3	$401K	Sell	21,902 -284	-1%	-$5.28K	0.02%	780
2017 Q2	$425K	Buy	22,186 +2,022	+10%	+$39.3K	0.02%	739
2017 Q1	$397K	Buy	20,164 +3,204	+19%	+$59.4K	0.02%	781
2016 Q4	$298K	Sell	16,960 -1,052	-6%	-$18.8K	0.01%	858
2016 Q3	$313K	Buy	18,012 +1,654	+10%	+$29K	0.02%	794
2016 Q2	$272K	Buy	16,358 +16,258	+16,258%	+$272K	0.02%	829
2016 Q1	$5K	Sell	100 -15,348	-99%	-$237K	﹤0.01%	1863
2015 Q4	$242K	Buy	+15,448	New	+$264K	0.02%	761