IFP Advisors’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

IFP Advisors’s Portfolio NFLT Stock Details NFLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.74M	Buy	76,627 +16,634	+28%	+$384K	0.04%	504
2025 Q4	$1.38M	Buy	+59,993	New	+$1.39M	0.03%	535
2018 Q3	–	Sell	-895	Closed	-$22K	–	3947
2018 Q2	$22K	Buy	+895	New	+$21.9K	﹤0.01%	2409
2017 Q1	–	Sell	-12	Closed	–	–	4080
2016 Q4	$0	Hold	12	–	–	﹤0.01%	4079
2016 Q3	$0	Hold	12	–	–	﹤0.01%	3985
2016 Q2	$0	Buy	+12	New	+$303	﹤0.01%	3988

Other funds holding NFLT

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

IFP Advisors's NFLT Position: Q1 2026 in Review

IFP Advisors increased its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 28% in Q1 2026, buying an estimated $384K and bringing the position to 76,627 shares worth $1.74M. The position accounts for 0.04% of the portfolio, ranked #504.

IFP Advisors first reported a position in NFLT in Q2 2016 and has held it in 6 quarters since. 75 funds tracked by Wall St. Rank hold NFLT as of Q1 2026.

IFP Advisors held 76,627 shares of Virtus Newfleet Multi-Sector Bond ETF worth $1.74M as of Q1 2026.
IFP Advisors bought 16,634 Virtus Newfleet Multi-Sector Bond ETF shares in Q1 2026, an estimated $384K.
Virtus Newfleet Multi-Sector Bond ETF made up 0.04% of IFP Advisors's portfolio in Q1 2026, its #504 holding.
IFP Advisors first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q2 2016 and has held it in 6 quarters since.
75 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.