IFP Advisors, Inc AURA — AURA BIOSCIENCES INC

Ownership history in IFP Advisors, Inc  ·  5 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported AURA BIOSCIENCES INC (AURA) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows AURA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AURA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFP Advisors, Inc's position in AURA BIOSCIENCES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AURA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AURA stock page IFP Advisors, Inc fund profile IFP Advisors, Inc full holdings
How IFP Advisors, Inc held AURA — position size vs. price
% of Fund (quarterly)    AURA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 195 -168 -46.3% 0.00% $1K 2026-04-13 $6.91
2025 Q4 ADDED — — — 363 +363 — 0.00% $2K 2026-02-06 $5.60
2025 Q3 UNCHANGED — — — — — — 0.00% $50 2025-12-02 $6.02
2025 Q2 REDUCED 100.0% -1.4% ✅ — -10 -100.0% 0.00% $633 2025-07-24 $7.06
2025 Q1 INITIATED — — — 10 — — 0.00% $59 2025-05-05 $5.92

🏢 Other funds also holding AURA

As of 2026 Q1 — sorted by position size

Medicxi Ventures Management (Jersey) Ltd 3Y 2.07% TBH Global Asset Management, LLC 3Y 0.08% Inscription Capital, LLC 3Y 0.01% China Universal Asset Management Co., Ltd. 3Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% GAMMA Investing LLC 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% GF FUND MANAGEMENT CO. LTD. 0.0% Sterling Capital Management LLC 3Y 7Y 0.0%

FAQ About IFP Advisors, Inc and AURA

These are the practical questions this page is built to answer before you even open the full history table.

How long has IFP Advisors, Inc reported owning AURA?

IFP Advisors, Inc reported AURA across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported AURA position in IFP Advisors, Inc's portfolio?

The largest reported portfolio weight for AURA was 0.00% in 2025 Q4.

What is the latest reported AURA position on this page?

The most recent filing on this page is 2026 Q1, when IFP Advisors, Inc reported 195 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this AURA ownership page compare?

The chart compares IFP Advisors, Inc's quarterly AURA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did IFP Advisors, Inc time their AURA position?

Based on 13F filing dates vs. subsequent AURA price moves, IFP Advisors, Inc correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on AURA relative to SPY over the holding period was -5.5%.

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