IFP Advisors, Inc

Position in AGNC — AGNC Investment Corp.

CIK 1641866 TAMPA, FL

Position in AGNC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$626,804

+$381,902 QoQ

Shares Held

57,505

+135.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#287

of 701 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

IFP Advisors, Inc holds $2,377,899 across 36 REIT - Mortgage names. AGNC ranks #2 (26.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	28,559	$638,579
2	AGNC	AGNC Investment Corp. This page	57,505	$626,804
3	IVR	Invesco Mortgage Capital Inc.	60,872	$480,888
4	CIM	Chimera Investment Corp	10,412	$138,896
5	STWD	Starwood Property Trust, Inc.	7,887	$129,189
6	BXMT	Blackstone Mortgage Trust, Inc.	6,041	$102,394
7	RITM	Rithm Capital Corp.	8,529	$80,087
8	BRSP	BrightSpire Capital, Inc.	6,202	$33,800

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$626,804	57,505	+135.5%	Shares	Sole	2026-07-20
2026-03-31	$244,902	24,417	+17.3%	Shares	Sole	2026-04-13
2025-12-31	$223,051	20,807	-7.7%	Shares	Sole	2026-02-06
2025-09-30	$220,705	22,544	+21.8%	Shares	Sole	2026-02-06
2025-06-30	$170,051	18,504	+185.6%	Shares	Sole	2025-07-24
2025-03-31	$62,068	6,479	+24.2%	Shares	Sole	2025-05-05
2024-12-31	$48,057	5,218	-90.2%	Shares	Sole	2025-02-04
2024-09-30	$558,020	53,348	+761.7%	Shares	Sole	2025-02-04
2024-06-30	$59,062	6,191	+245.7%	Shares	Sole	2024-07-30
2024-03-31	$17,730	1,791	-7.9%	Shares	Sole	2024-07-30
2023-12-31	$19,080	1,945	+1163.0%	Shares	Sole	2024-01-09
2023-09-30	$1,453	154	-85.4%	Shares	Sole	2023-10-12
2023-06-30	$10,687	1,055	-29.7%	Shares	Sole	2023-08-04
2023-03-31	$15,120	1,500	-37.5%	Shares	Sole	2023-04-18
2022-12-31	$45	2,400	-22.5%	Shares	Sole	2023-02-07
2022-09-30	$26,059	3,095	+2614.9%	Shares	Sole	2022-11-08
2022-06-30	$1,261	114	-89.7%	Shares	Sole	2022-08-12
2022-03-31	$14,449	1,103	+630.5%	Shares	Sole	2022-08-08
2021-12-31	$2,271	151	-85.3%	Shares	Sole	2022-01-12
2021-09-30	$16,180	1,026	-66.8%	Shares	Sole	2021-10-06
2021-06-30	$52,156	3,088	-35.4%	Shares	Sole	2021-07-13
2021-03-31	$80,163	4,783	-23.5%	Shares	Sole	2021-04-30
2020-12-31	$97,562	6,254	+3.4%	Shares	Sole	2021-01-25
2020-09-30	$84,141	6,049	-25.3%	Shares	Sole	2020-10-29
2020-06-30	$104,399	8,093	+176.7%	Shares	Sole	2020-08-05
2020-03-31	$30,946	2,925	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.