Constituent dispersion · breadth vs the index

CIBR — First Trust Nasdaq Cybersecurity

41/41 covered · 99% by weight · benchmark: CIBR price · closes through 2026-08-28 ·holdings as of 2026-06-16

Concentration 46.78% in top 5 17.86 effective names · HHI 560
RS vs S&P 500 21d +5.76pp sector return − SPY
RS vs Nasdaq-100 21d +4.68pp sector return − QQQ
Broad advance - breadth is rising with price. Last 21 sessions — price +9.49% · A/D +74 (+1.8/name)
CIBR price
Cumulative advance / decline of constituents — rises when more names are up than down; turns before price at inflections

Divergence over time — price vs breadth, by horizon

The hero read is the 1-month picture; here the same price↔breadth divergence across 1 week / 1 month / 1 quarter, computed over the 126-session history. A/D /name is net advancers-minus-decliners per covered constituent; % beating Δ and median−ETF Δ show how participation shifted. Price rising while those fall = the move is narrowing under the surface.

HorizonPriceA/D /name% beating ΔMedian−ETF ΔRead
1 week +3.91% +0 -7pp -1.24pp In line
1 month +9.49% +1.8 -7pp -0.91pp Confirming ↑
1 quarter +10.69% +0.59 +12pp +13.55pp Confirming ↑

Over the last 126 sessions: price up +55.73%, breadth up (+9.46/name) · % beating 51→49 · median−ETF +1.00pp→-0.64pp.

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d -2.21% -1.90% +0.31pp 12 / 27 23 / 18 11 of 41 ±4.45%
5d +3.91% +1.65% -2.26pp 28 / 13 11 / 30 2 of 41 ±5.81%
21d +9.49% +8.85% -0.64pp 32 / 9 20 / 21 3 of 41 ±13.27%
YTD +38.18% +29.24% -8.95pp 31 / 9 18 / 22 0 of 40 ±40.75%

Median − ETF below zero means the typical name is lagging the cap-weighted index — the move is top-heavy. "Beat" counts constituents outperforming the ETF over the window. Dispersion is the cross-sectional standard deviation of constituent returns — high = a stock-picker's tape, low = pure beta.

What drove the move — contribution = weight × return

Today (1d)

  • ESTC+19.31%+0.18pp
  • CHKP+3.82%+0.08pp
  • GEN+1.70%+0.04pp
  • GOOGL+1.74%+0.03pp
  • MSFT+1.68%+0.02pp
  • CRWD-4.19%-0.44pp
  • FTNT-3.92%-0.37pp
  • PANW-2.94%-0.3pp
  • RBRK-13.05%-0.25pp
  • CSCO-1.98%-0.18pp

This month (21d)

  • CRWD+17.91%+1.89pp
  • PANW+14.10%+1.44pp
  • FTNT+7.62%+0.72pp
  • ZS+24.15%+0.59pp
  • RBRK+29.99%+0.57pp
  • AVGO-4.91%-0.35pp
  • DDOG-11.76%-0.35pp
  • CSCO-3.20%-0.29pp
  • AKAM-5.52%-0.2pp
  • ATEN-14.19%-0.04pp

Each name's contribution = its index weight × its return — the percentage points it added to (green) or subtracted from (red) the ETF's move. Computed across covered names.

Leaders & laggards (21-day)

  • ESTC+55.50%
  • QLYS+31.99%
  • RBRK+29.99%
  • FROG+25.91%
  • LDOS+25.13%
  • ATEN-14.19%
  • DDOG-11.76%
  • ATO.FP-7.05%
  • AKAM-5.52%
  • AVGO-4.91%

CIBR — constituent leadership race

$100 in each covered CIBR constituent at 2025-12-30, rebased to 100. Watch leadership change hands.

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Each covered constituent started at $100 at the window open; the bars race by total return (top 12 shown). Decision-support, not investment advice.

Constituents — 41 covered · click a column to sort

Symbol Weight Last 1d 5d 21d YTD RS rank
CRWD Crowdstrike Holdings 10.55% 218.40 -4.19% +13.78% +17.91% +86.36% 78
PANW Palo Alto Networks 10.24% 371.59 -2.94% +3.83% +14.10% +101.73% 61
FTNT Fortinet Inc 9.41% 166.00 -3.92% +8.14% +7.62% +109.04% 44
CSCO Cisco Systems Inc 8.93% 109.93 -1.98% -1.00% -3.20% +44.25% 17
AVGO Broadcom Ltd 7.16% 368.79 -0.74% +0.09% -4.91% +6.78% 10
NET Cloudflare Inc Cl A 4.26% 299.84 -2.72% +2.29% +5.80% +52.09% 32
AKAM Akamai Technologies 3.54% 107.47 -3.39% -2.67% -5.52% +23.17% 7
FFIV F5 Inc 3.03% 394.24 -3.90% +2.50% +1.41% +54.45% 27
DDOG Datadog Inc Cl A 2.97% 236.98 -2.45% +0.58% -11.76% +74.26% 2
OKTA Okta Inc Cl A 2.94% 166.23 -3.86% +23.01% +18.38% +92.24% 80
NTAP Netapp Inc 2.46% 187.02 -1.90% -2.73% +7.50% +76.39% 41
ZS Zscaler Inc 2.44% 184.23 -1.64% +1.37% +24.15% -18.09% 85
GEN Gen Digital Inc 2.23% 31.02 +1.70% +7.22% +13.67% +15.31% 56
CHKP Check Point Software 2.11% 138.32 +3.82% +5.95% +7.87% -25.46% 46
RBRK Rubrik Inc Cl A 1.90% 93.05 -13.05% -7.03% +29.99% +21.67% 93
FROG Jfrog Ltd 1.81% 98.74 -5.09% +7.17% +25.91% +58.09% 90
IBM Intl Business Machines 1.71% 235.59 -1.34% -0.04% +6.25% -20.01% 37
ANET Arista Networks Inc 1.70% 195.38 -2.84% +3.57% +14.24% +49.11% 63
DT Dynatrace Inc 1.64% 53.67 +0.45% +8.86% +21.70% +23.83% 83
GOOGL Alphabet Cl A 1.63% 346.59 +1.74% +0.51% +3.88% +10.81% 29
MSFT Microsoft Corp 1.49% 513.53 +1.68% +6.27% +13.84% +6.43% 59
BAH Booz Allen Hamilton Holding Corp 1.36% 75.24 +0.48% -2.35% +10.14% -10.13% 54
HO.FP Thales 1.21% 244.70 -0.81% -3.32% +0.58% +6.48% 22
INFY Infosys Ltd ADR 1.19% 12.05 +1.26% +0.92% +0.84% -30.92% 24
ACN Accenture Plc 1.17% 189.61 +1.19% +2.34% +16.12% -28.31% 71
BB Blackberry Ltd 1.10% 8.16 -5.66% +1.49% -3.32% +115.30% 15
LDOS Leidos Holdings Inc 0.97% 140.66 +0.57% -0.52% +25.13% -21.84% 88
ESTC Elastic N.V. 0.94% 99.91 +19.31% +16.26% +55.50% +32.44% 98
OTEX.TO Open Text Corporation 0.93% 34.86 +0.00% +2.62% -4.18% -20.25% 12
S Sentinelone Inc Cl A 0.88% 21.54 -5.15% +1.65% +17.07% +43.60% 73
SAIC Science Applications International 0.81% 125.96 -2.33% -1.62% +8.85% +26.04% 49
CVLT Commvault Systems 0.77% 137.04 -2.37% +2.41% +17.71% +9.31% 76
VRNS Varonis Systems Inc 0.60% 43.92 -1.92% +6.52% +9.99% +33.90% 51
QLYS Qualys Inc 0.57% 187.05 -0.82% +2.79% +31.99% +40.74% 95
TENB Tenable Holdings Inc 0.50% 37.67 +0.13% +9.57% +15.73% +60.09% 68
FSLY Fastly Inc 0.47% 23.04 -6.49% -7.66% +6.91% 39
NTCT Netscout Systems 0.43% 39.06 -1.01% +1.48% -2.45% +44.35% 20
ATEN A10 Networks Inc 0.30% 25.70 -4.92% -1.61% -14.19% +46.02% 0
ZD Ziff Davis Inc 0.26% 55.82 +0.00% -0.46% +6.10% +58.81% 34
RDWR Radware Ltd 0.19% 28.60 -3.28% +2.69% +14.72% +18.72% 66
ATO.FP Atos Se 0.16% 29.00 +1.68% -0.14% -7.05% -42.20% 5

RS rank = the constituent's 21-day return percentile within the index (100 = strongest of the covered names). Weight is the index weight; returns use adjusted closes. Default sort: weight.

Other ETFs & indices

Dispersion is computed across the constituents we cover in our data lake (see coverage badge). Decision-support, not investment advice.

FAQ · from the current data

CIBR dispersion — data Q&A

Is CIBR's move broad or carried by a few names (21 sessions)?

As of 2026-08-28: over 21 sessions the fund returned +9.49% while its median constituent returned +8.85% — a dispersion of 13.27 pp; 49% of 41 members beat the fund. Broad advance - breadth is rising with price.

How did CIBR's members trade in the last session?

As of 2026-08-28: fund -2.21%, median member -1.90%, 12 advancers vs 27 decliners.

What does the dispersion page for CIBR measure?

It splits the fund into its members: the fund's own return against the median constituent, how many members beat the fund, advancers vs decliners, and a cumulative advance/decline line that tends to lead price. A firm fund price with a weak median and a falling A/D line is a narrow, top-heavy tape; a broad move shows the median keeping up. 41 constituents covered, re-baked nightly from the Closelook lake.

Is this investment advice?

No — a data surface in an investment research diary. It describes breadth inside a fund; it makes no recommendation.