IFP Advisors’s Origin Agritech SEED Stock Holding History

IFP Advisors’s Portfolio SEED Stock Details SEED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-200	Closed	-$1K	–	3268
2018 Q4	$1K	Sell	200 -1,350	-87%	-$9.12K	﹤0.01%	3373
2018 Q3	$8K	Buy	1,550 +72	+5%	+$504	﹤0.01%	2989
2018 Q2	$11K	Buy	1,478 +200	+16%	+$1.44K	﹤0.01%	2845
2018 Q1	$11K	Hold	1,278	–	–	﹤0.01%	2740
2017 Q4	$11K	Hold	1,278	–	–	﹤0.01%	2779
2017 Q3	$21K	Sell	1,278 -70	-5%	-$1.07K	﹤0.01%	2573
2017 Q2	$19K	Hold	1,348	–	–	﹤0.01%	2620
2017 Q1	$27K	Hold	1,348	–	–	﹤0.01%	2312
2016 Q4	$32K	Hold	1,348	–	–	﹤0.01%	2154
2016 Q3	$32K	Hold	1,348	–	–	﹤0.01%	2104
2016 Q2	$24K	Buy	+1,348	New	+$23.8K	﹤0.01%	2238
2016 Q1	–	Sell	-1,198	Closed	-$17K	–	3266
2015 Q4	$17K	Buy	+1,198	New	+$18.2K	﹤0.01%	2267

Other funds holding SEED

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return

Group One Trading

Group One Trading Chicago, Illinois $3.03B AUM 104.56% 1-Year Est. Return

Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

NEXT Financial Holdings Houston, Texas $395M AUM

Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return