IFP Advisors
SAR icon

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
Q3 		$16.7K Hold
1,000
– – ﹤0.01% 3063
2026
Q2 		$22.3K Hold
1,000
– – ﹤0.01% 2908
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 		$38.6K 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 – 3242
2015
Q4 		$2K Buy
+160
New +$2.5K ﹤0.01% 3361

Other funds holding SAR

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Next Level Private
Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Davidson Trust Company
Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
MJT & Associates Financial Advisory
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

IFP Advisors's SAR Position: Q3 2026 in Review

IFP Advisors held its Saratoga Investment (SAR) position steady in Q3 2026 at 1,000 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3063.

IFP Advisors first reported a position in SAR in Q4 2015 and has held it in 20 quarters since. The position peaked at $224K in Q2 2023. 8 funds tracked by Wall St. Rank hold SAR as of Q3 2026.

  • IFP Advisors held 1,000 shares of Saratoga Investment worth $16.7K as of Q3 2026.
  • IFP Advisors left its Saratoga Investment share count unchanged in Q3 2026.
  • Saratoga Investment made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3063 holding.
  • IFP Advisors first reported a position in Saratoga Investment in Q4 2015 and has held it in 20 quarters since.
  • IFP Advisors's Saratoga Investment position peaked at $224K in Q2 2023.
  • 8 funds tracked by Wall St. Rank held Saratoga Investment as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.