AAIIX
Ancora Income Fund
ANCORA TRUST

Allocation breakdown

As of March 31, 2026 · N-PORT

By asset class

By country

By sector

By industry (SIC code)

As of March 31, 2026 · N-PORT

How we map holdings to the sectors above: each holding's issuer carries a U.S. SIC industry code in its EDGAR filer record, and each SIC code rolls up to a sector. Expand a sector to see its industries, and click a SIC code to list this fund's positions in that industry. Bonds and foreign or private issuers with no SEC filer record fall into Unclassified.

State Commercial Banks 10.80%
Life Insurance 9.46%
Investment Advice 9.19%
National Commercial Banks 7.81%
Fire, Marine & Casualty Insurance 6.04%
Personal Credit Institutions 3.10%
Federal & Federally-Sponsored Credit Agencies 2.69%
Finance Services 2.44%
Insurance Carriers, NEC 1.20%
Security Brokers, Dealers & Flotation Companies 1.04%
Real Estate Investment Trusts 14.70%
Water Transportation 2.31%
Trucking & Courier Services (No Air) 1.59%
Engines & Turbines 0.67%
Natural Gas Transmission 2.49%
Pharmaceutical Preparations 1.42%
Radio Broadcasting Stations 1.05%
Unclassified 22.01%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.