IFP Advisors’s Saratoga Investment SAR Stock Holding History

IFP Advisors’s Portfolio SAR Stock Details SAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.9K	Hold	1,000	–	–	﹤0.01%	2728
2025 Q4	$23.1K	Hold	1,000	–	–	﹤0.01%	2652
2025 Q3	$24.4K	Hold	1,000	–	–	﹤0.01%	2483
2025 Q2	$24.8K	Hold	1,000	–	–	﹤0.01%	2433
2025 Q1	$25.3K	Hold	1,000	–	–	﹤0.01%	2202
2024 Q4	$23.9K	Hold	1,000	–	–	﹤0.01%	2167
2024 Q3	$23.2K	Sell	1,000 -500	-33%	-$11.5K	﹤0.01%	2088
2024 Q2	$34K	Hold	1,500	–	–	﹤0.01%	1833
2024 Q1	$34.8K	Sell	1,500 -500	-25%	-$11.8K	﹤0.01%	1728
2023 Q4	$51.7K	Buy	2,000 +500	+33%	+$12.5K	﹤0.01%	1531
2023 Q3	$38.5K	Sell	1,500 -6,812	-82%	-$179K	﹤0.01%	1665
2023 Q2	$224K	Sell	8,312 -516	-6%	-$13.2K	0.01%	962
2023 Q1	$203K	Buy	8,828 +2,034	+30%	+$53.8K	0.01%	940
2022 Q4	$157K	Buy	6,794 +66	+1%	+$1.58K	﹤0.01%	1473
2022 Q3	$155K	Buy	6,728 +76	+1%	+$1.83K	﹤0.01%	1565
2022 Q2	$154K	Hold	6,652	–	–	﹤0.01%	1437
2022 Q1	$154K	Buy	+6,652	New	+$183K	﹤0.01%	1437
2016 Q1	–	Sell	-160	Closed	-$2K	–	3245
2015 Q4	$2K	Buy	+160	New	+$2.5K	﹤0.01%	3361

Other funds holding SAR

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return